How big is Rethink Autism, Inc. DBA Rethink First's plan?

Rethink Autism, Inc. DBA Rethink First's plan reported $13.5M in assets and 339 participants for 2024.

Original filing (PDF)20251010110545NAL0008004337001

Rethink Autism, Inc. DBA Rethink First

Name: Rethink Autism, Inc. DBA Rethink First — Form 5500 Plan 002 (2024)
Creator: Rethink Autism, Inc. DBA Rethink First
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rethink Autism, Inc. Retirement Plan

401(k) retirement plan · Rethink Autism, Inc. DBA Rethink First's Rethink Autism, Inc. Retirement Plan held $13.5M in plan assets for 339 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

339

Accounts w/ balance

283

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

Plan identifiers

Rethink Autism, Inc. DBA Rethink First's EIN is 26-1746074.

EIN 26-1746074

Plan number 002

Plan year 2024

ACK ID 20251010110545NAL0008004337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rethink Autism, Inc. DBA Rethink First from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rethink Autism, Inc. DBA Rethink First's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETHINK AUTISM, INC. DBA RETHINK FIRST.

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How this plan invests

This plan

4 pooled trusts

Schedule D

25 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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).
Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

RETHINK AUTISM, INC. DBA RETHINK FIRST

EIN

all filings

Address

49 WEST 27TH STREET, 8TH FLOOR · NEW YORK, NY · 10001

Phone

(877) 988-8871

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$40K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MML INVESTOR SERVICES LLC	04-1590850	—	ADVISOR	$36K	—

Investments

25 direct securities · 4 pooled funds· $13.5M(99% 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.

Mutual Funds

$10.2M

17 holdings

Common Collective Trusts

$2.5M

5 holdings

Common Collective Trust

$527K

4 holdings

Other securities

$102K

2 holdings

Bonds / Notes

$81K

1 holding

					% of plan
Fidelity Freedom Index 2045 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$2.5M	18.4%
Fidelity Freedom Index 2050 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$2.3M	17.1%
Fidelity Freedom Index 2040 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$1.5M	10.7%
Fidelity 500 Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$1.4M	10.1%
Fidelity Freedom Index 2055 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$1.2M	9.1%
Fidelity Freedom Index 2030 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$620K	4.6%
Fidelity Freedom Index 2035 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$591K	4.4%
Fidelity Freedom Index 2060 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$442K	3.3%
Fidelity Total International Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$367K	2.7%
Fidelity Small Cap Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$305K	2.3%
LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001	Common Collective Trust	—	—	$291K	2.2%
Fidelity Mid Cap Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$288K	2.1%
Fidelity Government Money Market Fund Class K6 Mutual fund n/a	Mutual Funds	—	—	$274K	2.0%
Fidelity Total Bond K6 Fund Mutual fund n/a	Mutual Funds	—	—	$198K	1.5%
Fidelity U.S. Bond Index Fund Mutual fund n/a	Common Collective Trusts	—	—	$171K	1.3%
MFS Mid Cap Growth Fund Class R6 Mutual fund n/a	Mutual Funds	—	—	$160K	1.2%
LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707	Common Collective Trust	—	—	$140K	1.0%
Fidelity Balanced K6 Fund Mutual fund n/a	Mutual Funds	—	—	$128K	0.9%
Fidelity Freedom Index 2065 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$115K	0.8%
Fidelity Freedom Index 2025 Fund Investor Class Mutual fund n/a	Mutual Funds	—	—	$89K	0.7%
American Funds New World Fund Class R6 Mutual fund n/a	Mutual Funds	—	—	$88K	0.7%
Participant Loans Participant loans varies 6.00% - 8.50% n/a -0-	Bonds / Notes	—	—	$81K	0.6%
INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619	Common Collective Trust	—	—	$73K	0.5%
PGIM High Yield Fund Class R6 Mutual fund n/a	Other securities	—	—	$60K	0.4%
MassMutual Small Cap Growth Equity Fund I Mutual fund n/a	Other securities	—	—	$42K	0.3%
Franklin Small Cap Value Fund Class R6 Mutual fund n/a	Mutual Funds	—	—	$30K	0.2%
MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630	Common Collective Trust	—	—	$23K	0.2%
DFA Inflation-Protected Securities Portfolio Institutional Class Mutual fund n/a	Mutual Funds	—	—	$18K	0.1%
Fidelity Freedom Index Income Investor Mutual fund n/a	Mutual Funds	—	—	$1K	<0.1%