Rise Inc. 403(b) Employee Retirement Plan
Sponsored by Rise, Inc. · EIN 870454287 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 2,952
- With balances
- 351
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $48,925 |
| Ep Wealth Advisors, Llc | Investment advisory (plan), Consulting fees | $11,033 |