How big is RARE, Inc.'s plan?

RARE, Inc.'s plan reported $19.2M in assets and 95 participants for 2023.

Original filing (PDF)20250616152002NAL0001080961001

RARE, Inc.

Name: RARE, Inc. — RARE, Inc. 401(k) Plan, Form 5500 (2023)
Creator: RARE, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

RARE, Inc. 401(k) Plan

401(k) retirement plan · RARE, Inc.'s RARE, Inc. 401(k) Plan held $19.2M in plan assets for 95 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

140

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

People on this filing

LI Steigerwald signed RARE, Inc.'s 2023 Form 5500 as plan administrator.

LI Steigerwald — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RARE, Inc.'s EIN is 23-7380563.

EIN 23-7380563

Plan number 002

Plan year 2023

ACK ID 20250616152002NAL0001080961001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for RARE, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

RARE, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (91st percentile).
High average account balance (87th percentile).

Plan sponsor

Name

RARE, INC.

EIN

all filings

Address

1310 N. COURTHOUSE ROAD · SUITE 110 · ARLINGTON, VA · 22201

Phone

(703) 522-5070

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-16

Pension benefit codes

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

26 direct securities · 1 pooled fund· $19.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$12.1M

11 holdings

Mutual Funds

$4.3M

12 holdings

Common Collective Trusts

$2.5M

2 holdings

U.S. Treasuries

$124K

1 holding

Common Collective Trust

$47K

1 holding

					% of plan
BlackRock LifePath Index 2045 K N/A	Other securities	—	—	$4.3M	22.5%
Vanguard 500 Index ADM N/A	Common Collective Trusts	—	—	$2.1M	10.7%
BlackRock LifePath Index 2050 K N/A	Other securities	—	—	$2.0M	10.7%
BlackRock LifePath Index 2055 K N/A	Other securities	—	—	$1.6M	8.4%
BlackRock LifePath Index 2040 K N/A	Other securities	—	—	$1.4M	7.1%
Fidelity Government Money Market N/A	Mutual Funds	—	—	$818K	4.3%
BlackRock LifePath Index 2035 K N/A	Other securities	—	—	$788K	4.1%
MFS Growth R6 N/A	Mutual Funds	—	—	$774K	4.0%
DFA U.S. Sustain Core 1 N/A	Mutual Funds	—	—	$676K	3.5%
BlackRock LifePath Index 2025 K N/A	Other securities	—	—	$674K	3.5%
BlackRock LifePath Index 2030 K N/A	Other securities	—	—	$547K	2.9%
BlackRock LifePath Index 2060 K N/A	Other securities	—	—	$530K	2.8%
Fidelity Total Market Index N/A	Common Collective Trusts	—	—	$467K	2.4%
Fidelity Emerging Markets N/A	Mutual Funds	—	—	$422K	2.2%
Fidelity International Index N/A	Mutual Funds	—	—	$362K	1.9%
Fidelity Small-Cap Index N/A	Mutual Funds	—	—	$350K	1.8%
MFS International Growth R6 N/A	Mutual Funds	—	—	$277K	1.4%
Fidelity U.S. Bond Index N/A	Mutual Funds	—	—	$270K	1.4%
Fidelity Mid-Cap Index N/A	Mutual Funds	—	—	$254K	1.3%
Calvert International RSP Index I N/A	Other securities	—	—	$171K	0.9%
Calvert Bond I N/A	U.S. Treasuries	—	—	$124K	0.6%
Fidelity Capital & Income N/A	Mutual Funds	—	—	$75K	0.4%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$47K	0.2%
Fidelity Long Term Total Return Bond Index N/A	Mutual Funds	—	—	$41K	0.2%
BlackRock LifePath Index Retirement K N/A	Other securities	—	—	$34K	0.2%
AB Small Cap Growth Portfolio Class Z N/A	Other securities	—	—	$24K	0.1%
Fidelity Strategic Income N/A	Mutual Funds	—	—	$3K	<0.1%