Tom Haglund signed RISE, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RISE, Inc.'s EIN is 41-0972476.
Download the official 2023 Form 5500 (PDF) for RISE, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)RISE, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $2.6M | 17.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.3M | 15.6% | |
| Fidelity Advisor Equity Growth | Mutual Funds | — | — | $1.9M | 12.8% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $1.1M | 7.2% | |
| Vanguard Wellington Admiral Shrs Fund | Mutual Funds | — | — | $1.0M | 7.0% | |
| GALLIARD STABLE RETURN FUND F SEI TRUST COMPANY · EIN 52-2250957 / PN 001 | Common Collective Trust | — | — | $794K | 5.3% | |
| American Funds Euro Pacific Growth R6 | Mutual Funds | — | — | $722K | 4.8% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $630K | 4.2% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $629K | 4.2% | |
| Dimensional DFA US Targeted Value I | Mutual Funds | — | — | $612K | 4.1% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $595K | 4.0% | |
| T Rowe Price Target Retirement 2050 | Mutual Funds | — | — | $374K | 2.5% | |
| T Rowe Price Target Retirement 2055 | Mutual Funds | — | — | $318K | 2.1% | |
| T Rowe Price Target Retirement 2040 | Mutual Funds | — | — | $266K | 1.8% | |
| T Rowe Price Target Retirement 2045 | Mutual Funds | — | — | $215K | 1.4% | |
| T Rowe Price Target Retirement 2030 | Mutual Funds | — | — | $207K | 1.4% | |
| T Rowe Price Target Retirement 2035 | Mutual Funds | — | — | $177K | 1.2% | |
| T Rowe Price Target Retirement 2025 | Mutual Funds | — | — | $142K | 1.0% | |
| Participants Participant Loans Interest Rate of 4.25%-9.50% - | Bonds / Notes | — | — | $132K | 0.9% | |
| T Rowe Price Target Retirement 2060 | Mutual Funds | — | — | $43K | 0.3% | |
| T Rowe Price Target Retirement 2020 | Mutual Funds | — | — | $34K | 0.2% | |
| T Rowe Price Retirement Balance FD | Mutual Funds | — | — | $28K | 0.2% | |
| T Rowe Price Target Retirement 2015 | Mutual Funds | — | — | $8K | <0.1% | |
| T Rowe Price Target Retirement 2065 | Mutual Funds | — | — | $6K | <0.1% | |
| Federated Hermes Instl High Yield Bond 556 Cohen & Steers Realty Shares Instl | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
