2023 Form 5500 filing — Rize Home'S 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241217085140NAL0004560578001) for Rize Home'S 401(K) Plan, reported by Rize Home LLC under EIN 34-0768831 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.8MReported net assets$15,793,770
Participants266
Provider compensation$32.6K2 Schedule C row(s)$32,630
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241217085140NAL0004560578001
- Plan sponsor
- Rize Home LLC
- EIN
- 34-0768831
- Plan number
- 001
- Location
- Solon, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$90
Full reported line items
- Total assets (EOY)
- $15,793,860
- Total liabilities (EOY)
- $90
- Net assets (EOY)
- $15,793,770
- Employer contributions
- $348,642
- Participant contributions
- $498,786
- Total income / additions
- $2,922,105
- Benefits paid
- $2,297,548
- Administrative expenses
- $34,033
- Total expenses
- $2,331,581
- Net increase / (decrease)
- $590,524
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plancorp, LLC | INVESTMENT ADVISOR | $22,188 | not reported in the loaded dataset |
| Vanguard | RECORDKEEPER | $10,442 | not reported in the loaded dataset |