Rise, Inc. 401(k) Plan: Login, Facts & Contact Information

Rise, Inc. 401(k) Plan Facts

Plan name
RISE, INC. 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RISE, INC.
Participants
886 (772 active employees)
Former employees with a balance
76
Plan assets
$14,351,176 at Jun 30, 2025
Average account balance
$52,568 across 273 accounts
Employer contributions
$317,053 in plan year 2024 (30% of all contributions)
Recordkeeper
Alerus Financial, N.a.
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jul 1, 1984
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 14, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.07 million went into the plan in contributions, $317,053 of it from the employer (30%).
  • $3.42 million was paid out to participants.
  • Investment and other income added $1.75 million.
  • Administrative expenses were $5,562, about $20 per account.

How the Rise, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,416$12.3 million$244,332$1.25 million
20201,201$14.8 million$259,497$2.35 million
2021882$11.2 million$293,910$2.29 million
2022976$13.2 million$305,641$481,450
2023979$15.0 million$321,433$1.53 million
2024886$14.4 million$317,053$3.42 million

Rise, Inc. 401(k) Contact Information

Phone
763-783-2817
Mailing address
6499 UNIVERSITY AVE. NE, SUITE 200, FRIDLEY MN 55432
Plan sponsor
RISE, INC.
Employer identification number (EIN)
41-0972476
Plan number
001

Questions about the Rise, Inc. 401(k)

Does Rise, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $317,053, 30% of all contributions.

Does the Rise, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Rise, Inc 401(k) plan?

886 participants at the start of plan year 2024, 772 of them active employees, and 76 former employees who still had money in the plan.

What is the average 401(k) balance at Rise, Inc?

About $52,568 per account: $14.4 million in plan assets across 273 accounts with a balance at the end of plan year 2024.

Who manages the Rise, Inc 401(k) accounts?

Alerus (listed on the filing as ALERUS FINANCIAL, N.A.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Rise, Inc. How do I access my 401(k)?

Your account stays with Alerus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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