How big is RISE Financial, LLC's plan?

RISE Financial, LLC's plan reported $551K in assets and 6 participants for 2024.

Original filing (PDF)20250731091104NAL0012725282001

RISE Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

RISE Financial Strategies Group 401(k) Plan

401(k) retirement plan · RISE Financial, LLC's RISE Financial Strategies Group 401(k) Plan held $551K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

Plan identifiers

RISE Financial, LLC's EIN is 92-3841145.

EIN 92-3841145

Plan number 001

Plan year 2024

ACK ID 20250731091104NAL0012725282001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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