How big is RIZE Wealth Management's plan?

RIZE Wealth Management's plan reported $20K in assets and 4 participants for 2024.

Original filing (PDF)20251010112716NAL0018384866001

RIZE Wealth Management

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

Form 5500-SF

FILING_RECEIVED

RIZE Wealth Management 401(k) Plan

401(k) retirement plan · RIZE Wealth Management's RIZE Wealth Management 401(k) Plan held $20K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

People on this filing

Richard Tatum signed RIZE Wealth Management's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

RIZE Wealth Management's EIN is 93-3981654.

EIN 93-3981654

Plan number 001

Plan year 2024

ACK ID 20251010112716NAL0018384866001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RIZE Wealth Management'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 RIZE WEALTH MANAGEMENT.

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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