Retirement plan

RISE ABOVE REMODELING 401(K) PROFIT SHARING PLAN

Name: RISE ABOVE REMODELING, LLC - RISE ABOVE REMODELING 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: RISE ABOVE REMODELING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RISE ABOVE REMODELING 401(K) PROFIT SHARING PLAN, RISE ABOVE REMODELING, LLC

RISE ABOVE REMODELING, LLCEIN 20-5517611Plan #001PY 2025

42302 N. VISION WAY, SUITE 111 - PHOENIX, AZ 85086623-551-2013riseaboveremodeling.comLinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$245K

+50.1% from 2024

Total participants

+40.0% from 2024

Average account balance

$49,037

+20.1% from 2024

Annual return

19.24%

+4.43 pp from 2024

Benchmarks

See 17,684 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort17,684 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$245K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$49K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.24%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$198

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$988

$141 / participant

Other / not subdivided$988100.0%

% of EOY assets

0.403%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,037

$134,817-63.6%

$123,973-60.4%

$155,188-68.4%

Participation rate

71.4%

79.4%-8.0pp

76.7%-5.2pp

80.8%-9.4pp

Annual return

19.24%

515.49%-496.3pp

388.13%-368.9pp

148.84%-129.6pp

Employer contribution / active EE

$2,576

$4,425-41.8%

$4,126-37.6%

$4,248-39.4%

Participant deferral / active EE

$4,634

$5,706-18.8%

$5,247-11.7%

$6,531-29.1%

Admin fee / account holder

$198

$13,245-98.5%

$11,799-98.3%

$14,480-98.6%

RISE ABOVE REMODELING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RISE ABOVE REMODELING 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion