How big is Penn RISE Advisors, LLC's plan?

Penn RISE Advisors, LLC's plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260209153006NAL0001823715001

Penn RISE Advisors, LLC

Name: Penn RISE Advisors, LLC — Penn RISE Advisors 401(k), Form 5500 (2025)
Creator: Penn RISE Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penn RISE Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Penn RISE Advisors, LLC's Penn RISE Advisors 401(k) Profit Sharing Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Penn RISE Advisors, LLC's EIN is 81-3579220.

EIN 81-3579220

Plan number 001

Plan year 2025

ACK ID 20260209153006NAL0001823715001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Penn RISE Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Penn RISE Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PENN RISE ADVISORS, LLC.

Finding similar companies…

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

Helping the score