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  1. Companies/
  2. Rise Financial Solutions LLC

Filings through Oct 24, 2026.

Rise Financial Solutions LLC

EIN 88-3963794-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$43K assets
Health & Benefits
0
Participants
5
877 CEDAR ST, SUITE 150-R - SANTA CRUZ, CA 95060831-432-9761
Plans on this EIN
1 filing
#001401(k)-$43K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

RISE FINANCIAL SOLUTIONS 401(K) PLAN

401(k)

Assets$43K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RISE FINANCIAL SOLUTIONS 401(K) PLAN401(k)$43K52025
  • RISE FINANCIAL SOLUTIONS 401(K) PLAN$43K
    #001 · 401(k) · 20255
Retirement plans
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