How big is Raise Marketplace, LLC's plan?

Raise Marketplace, LLC's plan reported $7.8M in assets and 32 participants for 2024.

Original filing (PDF)20251007130734NAL0011607506001

Raise Marketplace, LLC

Name: Raise Marketplace, LLC — Raise Marketplace, LLC 401, Form 5500 (2024)
Creator: Raise Marketplace, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Raise Marketplace, LLC 401 (K) Plan

401(k) retirement plan · Raise Marketplace, LLC's Raise Marketplace, LLC 401 (K) Plan held $7.8M in plan assets for 32 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

MARC Doerr signed Raise Marketplace, LLC's 2024 Form 5500 as plan administrator.

MARC Doerr — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Raise Marketplace, LLC's EIN is 45-3599442.

EIN 45-3599442

Plan number 001

Plan year 2024

ACK ID 20251007130734NAL0011607506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Raise Marketplace, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Raise Marketplace, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAISE MARKETPLACE, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Helping the score

Below-peer total plan cost (87th percentile).
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

RAISE MARKETPLACE, LLC

EIN

all filings

Address

2045 W GRAND AVE · STE B # 61404 · CHICAGO, IL · 60612

Phone

(561) 926-8770

Industry

Retail Trade

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

2025-10-07

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL INVESTMENT	52-2114207	—	ADVISOR	$0	—

Investments

29 direct securities· $7.7M(99% of reported assets)

Mutual Funds

$5.5M

21 holdings

Common Collective Trusts

$1.1M

3 holdings

Other securities

$1.1M

4 holdings

Self-Directed Brokerage

$31K

1 holding

					% of plan
Fidelity Investments Fidelity Advisor Freedom 2045 Fund	Mutual Funds	—	—	$1.2M	15.9%
Fidelity Investments Fidelity Advisor Freedom 2055 Fund	Mutual Funds	—	—	$1.0M	13.1%
Fidelity Investments Fidelity Advisor Freedom 2050 Fund	Mutual Funds	—	—	$1.0M	13.0%
Harbor Capital Advisors Harbor Capital Appreciation Fund	Other securities	—	—	$841K	10.7%
Standard & Poor S&P 500	Common Collective Trusts	—	—	$592K	7.6%
Columbia Threadneedle Investments Columbia Mid Cap Index Fund	Common Collective Trusts	—	—	$341K	4.4%
Fidelity Investments Fidelity Advisor Freedom 2040 Fund	Mutual Funds	—	—	$328K	4.2%
Fidelity Investments Fidelity Advisor Freedom 2060 Fund	Mutual Funds	—	—	$273K	3.5%
Fidelity Investments Fidelity Advisor Freedom 2035 Fund	Mutual Funds	—	—	$257K	3.3%
Fidelity Investments Fidelity Treasury Money Market Fund	Mutual Funds	—	—	$249K	3.2%
Pioneer Select Mid Cap Growth Fund	Other securities	—	—	$210K	2.7%
Capital Group American Funds New World Fund	Mutual Funds	—	—	$200K	2.6%
Columbia Threadneedle Investments Columbia Small Cap Index Fund	Common Collective Trusts	—	—	$186K	2.4%
Invesco Small Cap Value Fund	Mutual Funds	—	—	$184K	2.4%
MFS Value Fund	Mutual Funds	—	—	$184K	2.3%
PIMCO Income Fund	Mutual Funds	—	—	$164K	2.1%
Fidelity Investments Fidelity Advisor Small Cap Growth Fund	Mutual Funds	—	—	$147K	1.9%
MFS Research International Fund	Mutual Funds	—	—	$70K	0.9%
Fidelity Investments Fidelity Advisor Freedom 2065 Fund	Mutual Funds	—	—	$56K	0.7%
MFS Mid Cap Calue Fund	Mutual Funds	—	—	$36K	0.5%
Fidelity Investments Brokerage Link	Self-Directed Brokerage	—	—	$31K	0.4%
iShares MSCI EAFE International Index 206 American Funds American Funds The Bond Fund of America	Mutual Funds	—	—	$29K	0.4%
Columbia Threadneedle Investments Columbia Overseas Value Fund	Other securities	—	—	$26K	0.3%
Credit Suisse Credit Suisse Commodity Return Strategy Fund	Other securities	—	—	$20K	0.3%
Fidelity Investments Fidelity Advisor Freedom 2015 Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Investments Fidelity Advisor Freedom Income Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Investments Fidelity Advisor Freedom 2010 Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Investments Fidelity Advisor Freedom 2025 Fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Investments Fidelity Advisor Freedom 2020 Fund	Mutual Funds	—	—	$3K	<0.1%