Department of Labor filing

RISE COMPANIES CORP.

FUNDRISE 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 17, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

68filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$6,381

Reported employer contributions per active participant.

Higher than about 94% of comparable plans

#People in the filing

233

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$445 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 5% of comparable plans

↗Investment performance

Not available

Plan assets changed 39.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202468out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions94th percentileTypical peer $1,592 · based on 804 comparable plans

Lower reported administrative expense5th percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, RISE COMPANIES CORP. reported $1,486,683 in employer contributions across the plan and 233 active participants. That works out to $6,381 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy68%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 34.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 102.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context68/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,486,683
Participant contributions: $3,734,361
Other contributions: $767,841
Employer share of reported contributions: 28.5%
Beginning assets: $19,052,675
Ending assets: $26,558,196
Ending net assets: $26,558,196
Ending liabilities: $0
Total income: $9,294,400
Total expenses: $1,788,879
Administrative expenses: $163,766
Participant loans: $97,653

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,732

2023

$5,646

2024

$6,381

Plan-paid administrative expenses per participant

2022

$220

2023

$301

2024

$445

Active participants

2022

307

2023

277

2024

233

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,381	233	26.6M	20250917131706NAL0000593792001
2023	$5,646	277	19.1M	20240916150456NAL0001636449001
2022	$4,732	307	11.4M	20231010130733NAL0056945986001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 454862460-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2020
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250917131706NAL0000593792001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗