How big is RISE UP Bookkeeping LLC's plan?

RISE UP Bookkeeping LLC's plan reported $3K in assets and 3 participants for 2024.

Original filing (PDF)20250703070615NAL0000742434001

RISE UP Bookkeeping LLC

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

Form 5500-SF

FILING_RECEIVED

RISE UP Bookkeeping LLC 401(k)

401(k) retirement plan · RISE UP Bookkeeping LLC's RISE UP Bookkeeping LLC 401(k) held $3K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed RISE UP Bookkeeping 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

RISE UP Bookkeeping LLC's EIN is 87-4247058.

EIN 87-4247058

Plan number 001

Plan year 2024

ACK ID 20250703070615NAL0000742434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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