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Original filing (PDF)20250604142406NAL0010914417001
RIZE HOME LLC
Form 5500
FILING_RECEIVED
RIZE HOME'S 401(K) PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
220
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 62% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIZE HOME LLC.
Plan sponsor
Name
RIZE HOME LLC
EIN
34-0768831
Address
31050 DIAMOND PARKWAY · SOLON, OH · 44139
Phone
(440) 232-8865
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD | 45-0404698 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANCORP, LLC | 27-2717447 | ST. LOUIS, MO | INVESTMENT ADVISOR | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS | 43-1829594 | ST. LOUIS, MA | CONTRACT ADMINISTRATOR | $7K | — |
Investments
22 direct securities· $17.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 8 Ascensus, LLC DFA US Core Equity | — | — | — | $3.4M | 19.6% | |
| 22 * Ascensus, LLC Vanguard Total Stock Market Index Admiral | — | — | — | $2.7M | 15.9% | |
| 10 * Ascensus, LLC Vanguard Core Bond Admiral | — | — | — | $2.2M | 12.9% | |
| 2 Ascensus, LLC Avantis U.S SmallCap Value | — | — | — | $1.9M | 10.9% | |
| 7 Ascensus, LLC DFA ST Extended Quality Port | — | — | — | $1.3M | 7.6% | |
| 12 * Ascensus, LLC Vanguard Target Retirement 2025 Fund | — | — | — | $1.0M | 6.0% | |
| 5 Ascensus, LLC DFA Intl Core Equity Portfolio | — | — | — | $884K | 5.1% | |
| 13 * Ascensus, LLC Vanguard Target Retirement 2030 Fund | — | — | — | $819K | 4.8% | |
| 15 * Ascensus, LLC Vanguard Target Retirement 2040 Fund | — | — | — | $523K | 3.0% | |
| 4 Ascensus, LLC DFA International Value | — | — | — | $513K | 3.0% | |
| 14 * Ascensus, LLC Vanguard Target Retirement 2035 Fund | — | — | — | $477K | 2.8% | |
| 9 Ascensus, LLC PIMCO Low Duration Income | — | — | — | $423K | 2.5% | |
| 6 Ascensus, LLC DFA Short-Duration Real Return | — | — | — | $274K | 1.6% | |
| 3 Ascensus, LLC DFA Emerging Markets Core Equity | — | — | — | $229K | 1.3% | |
| 16 * Ascensus, LLC Vanguard Target Retirement 2045 Fund | — | — | — | $176K | 1.0% | |
| 17 * Ascensus, LLC Vanguard Target Retirement 2050 Fund | — | — | — | $107K | 0.6% | |
| 19 * Ascensus, LLC Vanguard Target Retirement 2060 Fund | — | — | — | $47K | 0.3% | |
| 11 * Ascensus, LLC Vanguard Target Retirement 2020 Fund | — | — | — | $38K | 0.2% | |
| 18 * Ascensus, LLC Vanguard Target Retirement 2055 Fund | — | — | — | $27K | 0.2% | |
| 1 * Ascensus, LLC Vanguard Federal Money Market | — | — | — | $12K | <0.1% | |
| 20 * Ascensus, LLC Vanguard Target Retirement 2065 Fund | — | — | — | $9K | <0.1% | |
| 21 * Ascensus, LLC Vanguard Target Retirement Income Fund | — | — | — | $2K | <0.1% |