Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TO-RISE, LLC
EIN 26-4527327internetLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TO-RISE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$895K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TO-RISE, LLC PENSION TRUST
CashBalance
Assets$630K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TO-RISE, LLC 401(K) PROFIT SHARING PLAN | 401k | $895K | 7 | 2024 | |
| 002 | TO-RISE, LLC PENSION TRUST | CashBalance | $630K | 11 | 2025 |
Retirement plans