Form 5500 Search
Back to filter
Original filing (PDF)20251013214936NAL0000956947001

GETAROUND, INC.

Form 5500
FILING_RECEIVED
GETAROUND 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
175
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GETAROUND, INC..
Plan sponsor
Name
GETAROUND, INC.
EIN
27-0946220
Address
PO BOX 24173 · OAKLAND, CA · 94623
Phone
(415) 355-4382
Industry
Real Estatesee all
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$20K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
WORLD INVESTMENT ADVISORS LLC61-1758632ADVISOR$6K

Investments

29 direct securities· $9.2M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity Freedom Index 2055 IPR Mutual Fund$1.4M15.2%
Fidelity 500 Index Fund Mutual Fund$1.4M14.9%
Fidelity Freedom Index 2045 IPR Mutual Fund$1.3M14.3%
Fidelity Freedom Index 2050 IPR Mutual Fund$1.3M14.1%
Fidelity Large Cap Growth Index Fund Mutual Fund$683K7.4%
Fidelity Freedom Index 2035 IPR Mutual Fund$467K5.1%
Fidelity Freedom Index 2040 IPR Mutual Fund$428K4.6%
Fidelity Freedom Index 2060 IPR Mutual Fund$369K4.0%
Fidelity Freedom Index 2030 IPR Mutual Fund$348K3.8%
Fidelity Total Market Index Fund Mutual Fund$318K3.5%
Fidelity Mid Cap Index Mutual Fund$235K2.5%
Fidelity Small Cap Index Mutual Fund$181K2.0%
Calvert US Large Cap Core Responsible Index Fund R6 Mutual Fund$164K1.8%
Participant Loans to participants, bearing interest ranging from 7.75% to 8.50%$132K1.4%
Fidelity International Index Fund Mutual Fund$127K1.4%
PIMCO RAE US Small Fund Institutional Mutual Fund$102K1.1%
Fidelity Freedom Index 2065 IPR Mutual Fund$52K0.6%
Putnam Large Cap Value Fund Class R6 Mutual Fund$51K0.6%
Gabelli U.S. Treasury Money Market Fund Mutual Fund$32K0.3%
Fidelity US Bond Index Fund Mutual Fund$29K0.3%
Fidelity Freedom Index 2020 IPR Mutual Fund$20K0.2%
Fidelity Freedom Index 2025 IPR Mutual Fund$20K0.2%
Calvert Bond Fund Class R6 Mutual Fund$18K0.2%
American Funds New World Fund Class R6 Mutual Fund$18K0.2%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund$8K<0.1%
PGIM High Yield Fund Class R6 Mutual Fund$6K<0.1%
Goldman Sachs International Equity ESG Fund Institutional Class Mutual Fund$6K<0.1%
Fidelity Freedom Index Income IPR Mutual Fund$4K<0.1%
VOYA Small Cap Growth Fund R6 Mutual Fund ** 14 Cohen & Steers Instl Realty Shares Mutual Fund$1K<0.1%

Related plans