Raise Marketplace, LLC 401 (K) Plan — Form 5500 plan (Raise Marketplace, 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, Raise Marketplace, LLC 401 (K) Plan is a benefit plan reported by Raise Marketplace, LLC under EIN 45-3599442 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $6,877,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Raise Marketplace, LLC
EIN
45-3599442
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
151
End-of-year plan assets
$6,877,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240919160804NAL0003704899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,877,898
Total liabilities (EOY)
$0
Net assets (EOY)
$6,877,898
Net assets (BOY)
$6,168,214

Income & contributions

Employer contributions
$0
Participant contributions
$480,599
Total contributions
$480,599
Total income / additions
$1,699,837

Expenses & distributions

Benefits paid
$984,760
Administrative expenses
$5,393
Total expenses
$990,153
Net increase / (decrease)
$709,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual InvestmentADVISOR$0$15,9532023
Fidelity Investments InstitutionalRECORDKEEPER$5,393$02023

Related Form 5500 pages