Rise Residential, LLC Retirement Savings Plan — Form 5500 plan (Rise Residential, 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, Rise Residential, LLC Retirement Savings Plan is a benefit plan reported by Rise Residential, LLC under EIN 47-1371687 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $5,960,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rise Residential, LLC
EIN
47-1371687
Plan number
001
Plan type
2
Location
Valdosta, GA
Latest filing year
2023
Participants
240
End-of-year plan assets
$5,960,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20250903160429NAL0009511539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,960,106
Total liabilities (EOY)
$0
Net assets (EOY)
$5,960,106
Net assets (BOY)
$4,626,834

Income & contributions

Employer contributions
$94,002
Participant contributions
$570,711
Total contributions
$754,522
Total income / additions
$1,575,279

Expenses & distributions

Benefits paid
$188,799
Administrative expenses
$51,890
Total expenses
$242,007
Net increase / (decrease)
$1,333,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Infinex Investments, Inc.RIA$12,235not reported in the loaded dataset2023
John Hancock Life InsuranceRECORDKEEPER$850$02023

Related Form 5500 pages