Rise48 Am 401(k) match, vesting and fees
What Rise48 Am's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Meihaus Cpa, Pc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Rise48 Am: employer contribution per participant | $1,196 | |
| Peer median | $2,868 |
| Rise48 Am: average balance | $5,941 | |
| Peer median | $95,281 |
| Rise48 Am: admin expenses ÷ assets | 3.03% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $222K at the end of plan year 2022 to $2.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 370 | $2.1M | $427K | $1,196 | 3.03% | Not published | Form 5500 ↗ |
| 2023 | 226 | $1.1M | $347K | $1,605 | 2.03% | Not published | Form 5500 ↗ |
| 2022 | 144 | $222K | $81K | $595 | 0.55% | Not published | 5500-SF ↗ |
Common questions
Does Rise48 Am match 401(k) contributions?
The match terms for the Rise48 Group 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $427K in employer contributions, about $1,196 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rise48 Am 401(k) match vested?
The vesting schedule for the Rise48 Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rise48 Am 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Rise48 Am, LLC.
I left Rise48 Am. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rise48 Am, LLC, (909) 742-9249) or the recordkeeper, Empower Annuity Insurance Company. The Rise48 Am old 401(k) page lists the contacts from every plan filing. Find an old Rise48 Am 401(k)
Data from the public Form 5500 annual reports Rise48 Am filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rise48 Am. Not financial advice. Report a correction · Methodology