Genevieve Mertens signed Riseit Solutions, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Riseit Solutions, Inc.'s EIN is 81-4628339.
Download the official 2025 Form 5500 (PDF) for Riseit Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Riseit Solutions, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option Guaranteed insurance contract | Other securities | — | — | $2.3M | 15.4% | |
| iShares S&P 500 Index K Fund " | Common Collective Trusts | — | — | $1.6M | 11.0% | |
| American Funds US Government Securities R6 Fund " | Mutual Funds | — | — | $1.1M | 7.2% | |
| Principal Core Fixed Income Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $1.0M | 7.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.0M | 7.0% | |
| American Funds New World R6 Fund " | Mutual Funds | — | — | $775K | 5.2% | |
| Fidelity Contrafund K Fund " | Mutual Funds | — | — | $677K | 4.5% | |
| Putnam Large Cap Value R6 Fund " | Mutual Funds | — | — | $607K | 4.0% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $591K | 3.9% | |
| Fidelity Blue Chip Growth K Fund " | Mutual Funds | — | — | $582K | 3.9% | |
| PIMCO RAE US Institutional Fund " | Mutual Funds | — | — | $574K | 3.8% | |
| iShares MSCI EAFE International Index K Fund " | Other securities | — | — | $532K | 3.6% | |
| American Funds Investment Company of America R6 Fund " | Mutual Funds | — | — | $506K | 3.4% | |
| American Funds American Hi-Inc Trust R6 Fund Mutual fund | Mutual Funds | — | — | $465K | 3.1% | |
| Principal Diversified International Separate Account " | Pooled Separate Accounts | — | — | $378K | 2.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $378K | 2.5% | |
| Causeway Overseas Separate Account " | Pooled Separate Accounts | — | — | $366K | 2.4% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $366K | 2.4% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $327K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $309K | 2.1% | |
| Victory Nasdaq 100 Index R6 Fund " | Other securities | — | — | $283K | 1.9% | |
| PIMCO RAE US Small Institutional Fund " | Mutual Funds | — | — | $281K | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $268K | 1.8% | |
| MFS Mid Cap Value R6 Fund " | Mutual Funds | — | — | $267K | 1.8% | |
| BlackRock Advisor Small Cap Growth K Fund " | Other securities | — | — | $258K | 1.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $226K | 1.5% | |
| Janus Henderson Enter N Fund " | Mutual Funds | — | — | $184K | 1.2% | |
| Participant Loans (7.25% - 10.50%) - | Bonds / Notes | — | — | $150K | 1.0% | |
| Fidelity Large Cap Value Index Fund " | Common Collective Trusts | — | — | $133K | 0.9% | |
| Nuveen LifeCycle 2065 R6 Fund " | Mutual Funds | — | — | $51K | 0.3% | |
| (E) | Other securities | — | — | $50K | 0.3% | |
| Nuveen LifeCycle 2030 R6 Fund " | Mutual Funds | — | — | $50K | 0.3% | |
| Nuveen LifeCycle 2035 R6 Fund " ** 847 Nuveen LifeCycle 2040 R6 Fund " ** 216 Nuveen LifeCycle 2045 R6 Fund " | Mutual Funds | — | — | $36K | 0.2% | |
| Nuveen LifeCycle 2050 R6 Fund " ** 87 Nuveen LifeCycle 2055 R6 Fund " ** 174 Nuveen LifeCycle 2060 R6 Fund " | Mutual Funds | — | — | $27K | 0.2% | |
| Putnam Dynamic Asset Allocation Conservative R6 Fund " | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
