How big is High RISE Financial LLC's plan?

High RISE Financial LLC's plan reported $316K in assets and 24 participants for 2024.

Original filing (PDF)20250923165039NAL0008304819001

High RISE Financial LLC

Name: High RISE Financial LLC — Form 5500 (2024)
Creator: High RISE Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · High RISE Financial LLC held $316K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

People on this filing

Shirley Horner signed High RISE Financial LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

High RISE Financial LLC's EIN is 81-3032447.

EIN 81-3032447

Plan number 001

Plan year 2024

ACK ID 20250923165039NAL0008304819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for High RISE Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

High RISE Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HIGH RISE FINANCIAL LLC

EIN

all filings

Address

11110 OHIO AVE STE 207 · LOS ANGELES, CA · 90025

Phone

(573) 510-0505

Industry

Finance & Insurance

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

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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