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FAMILIES RISING — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250508100304NAL0018896576001
FAMILIES RISING
Form 5500-SF
FILING_RECEIVED
FAMILIES RISING
403(b) retirement plan
Active participants
34
Accounts w/ balance
10
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FAMILIES RISING
.
Find decision makers
Plan sponsor
Name
FAMILIES RISING
EIN
51-0188951
Address
2380 WYCLIFF STREET, SUITE 200-1 · SAINT PAUL, MN · 55114
Phone
(651) 644-3036
Industry
Health Care & Social Assistance
see 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
2025-05-08
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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THE FOLSOM CORDOVA COMMUNITY P
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Knocking points off
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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