Rize Home'S 401(K) Plan — Form 5500 plan (Rize Home LLC)
Plain-English plan 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, Rize Home'S 401(K) Plan is a benefit plan reported by Rize Home LLC under EIN 34-0768831 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $15,793,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rize Home LLC
- EIN
- 34-0768831
- Plan number
- 001
- Plan type
- 2
- Location
- Solon, OH
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $15,793,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241217085140NAL0004560578001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,793,860
- Total liabilities (EOY)
- $90
- Net assets (EOY)
- $15,793,770
- Net assets (BOY)
- $2,953,133
Income & contributions
- Employer contributions
- $348,642
- Participant contributions
- $498,786
- Total contributions
- $907,331
- Total income / additions
- $2,922,105
Expenses & distributions
- Benefits paid
- $2,297,548
- Administrative expenses
- $34,033
- Total expenses
- $2,331,581
- Net increase / (decrease)
- $590,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plancorp, LLC | INVESTMENT ADVISOR | $22,188 | not reported in the loaded dataset | 2023 |
| Vanguard | RECORDKEEPER | $10,442 | not reported in the loaded dataset | 2023 |