How big is RISE Financial Solutions LLC's plan?

RISE Financial Solutions LLC's plan reported $43K in assets and 4 participants for 2025.

Original filing (PDF)20260504220509NAL0000360608010

RISE Financial Solutions LLC

Name: RISE Financial Solutions LLC — RISE Financial, Form 5500 (2025)
Creator: RISE Financial Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RISE Financial Solutions 401(k) Plan

401(k) retirement plan · RISE Financial Solutions LLC's RISE Financial Solutions 401(k) Plan held $43K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

People on this filing

Elantha Barry signed RISE Financial Solutions LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Financial Solutions LLC's EIN is 88-3963794.

EIN 88-3963794

Plan number 001

Plan year 2025

ACK ID 20260504220509NAL0000360608010

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

RISE Financial Solutions 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 FINANCIAL SOLUTIONS 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

Helping the score