How big is RISE Wealth Management, LLC.'s plan?

RISE Wealth Management, LLC.'s plan reported $16K in assets and 3 participants for 2024.

Original filing (PDF)20250702145754NAL0031814626001

RISE Wealth Management, LLC.

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

Form 5500-SF

FILING_RECEIVED

RISE Wealth Management, LLC. 401(k) Plan

401(k) retirement plan · RISE Wealth Management, LLC.'s RISE Wealth Management, LLC. 401(k) Plan held $16K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan identifiers

RISE Wealth Management, LLC.'s EIN is 88-4248946.

EIN 88-4248946

Plan number 001

Plan year 2024

ACK ID 20250702145754NAL0031814626001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RISE Wealth Management, 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 RISE WEALTH MANAGEMENT, 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