How big is Rarestep, Inc.'s plan?

Rarestep, Inc.'s plan reported $13.8M in assets and 283 participants for 2024.

Original filing (PDF)20250909080128NAL0012754387001

Rarestep, Inc.

Name: Rarestep, Inc. — Fleetio 401(k) Plan, Form 5500 (2024)
Creator: Rarestep, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fleetio 401(k) Plan

401(k) retirement plan · Rarestep, Inc.'s Fleetio 401(k) Plan held $13.8M in plan assets for 283 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

283

Accounts w/ balance

311

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

ANN Grimes signed Rarestep, Inc.'s 2024 Form 5500 as plan administrator.

ANN Grimes — 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

Rarestep, Inc.'s EIN is 45-2338164.

EIN 45-2338164

Plan number 002

Plan year 2024

ACK ID 20250909080128NAL0012754387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Delinquent participant contributions reported (Schedule H 4a) — 328K (6% of contributions).

Plan sponsor

Name

RARESTEP, INC.

EIN

all filings

Address

1900 2ND AVE NORTH, SUITE 300 · BIRMINGHAM, AL · 35203

Phone

(205) 718-7500

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-09-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTRUST	26-0058143	—	CONSULTANT	$15K	—

Investments

31 direct securities· $13.8M(100% of reported assets)

Mutual Funds

$10.5M

15 holdings

Common Collective Trusts

$3.0M

9 holdings

Bonds / Notes

$129K

1 holding

Cash / Money Market

$106K

1 holding

Other securities

$55K

5 holdings

					% of plan
Fidelity Freedom Index 2055 Investor Fund Mutual fund	Mutual Funds	—	—	$2.8M	20.0%
Fidelity Freedom Index 2050 Investor Fund Mutual fund	Mutual Funds	—	—	$2.6M	18.6%
Fidelity Freedom Index 2060 Investor Fund Mutual fund	Mutual Funds	—	—	$1.8M	13.1%
Fidelity S&P 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$1.5M	10.8%
Fidelity Freedom Index 2045 Investor Fund Mutual fund	Mutual Funds	—	—	$1.3M	9.4%
Fidelity Freedom Index 2040 Investor Fund Mutual fund	Mutual Funds	—	—	$849K	6.1%
Fidelity Freedom Index 2035 Investor Fund Mutual fund	Mutual Funds	—	—	$719K	5.2%
Fidelity Large Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$632K	4.6%
Fidelity Total Market Index Fund Mutual fund	Common Collective Trusts	—	—	$550K	4.0%
Fidelity Freedom Index 2065 Investor Fund Mutual fund	Mutual Funds	—	—	$257K	1.9%
Fidelity U.S. Sustainability Index Fund Mutual fund	Common Collective Trusts	—	—	$153K	1.1%
9.50%; various maturity dates	Bonds / Notes	—	—	$129K	0.9%
Gabelli U.S. Treasury Money Market I Fund Money market fund	Cash / Money Market	—	—	$106K	0.8%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$69K	0.5%
Fidelity US Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$61K	0.4%
Putnam Large Cap Value R6 Fund Mutual fund	Mutual Funds	—	—	$58K	0.4%
PIMCO RAE US Small Fund Mutual fund	Mutual Funds	—	—	$58K	0.4%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$38K	0.3%
MFS International Equity R6 Fund Mutual fund	Mutual Funds	—	—	$37K	0.3%
Fidelity Freedom Index 2030 Investor Fund Mutual fund	Mutual Funds	—	—	$32K	0.2%
Fidelity Freedom Index 2025 Investor Fund Mutual fund	Mutual Funds	—	—	$26K	0.2%
American Century Small Cap Growth R6 Fund Mutual fund	Other securities	—	—	$21K	0.2%
American Funds New World R6 Fund Mutual fund	Mutual Funds	—	—	$15K	0.1%
JPMorgan Mid Cap Growth R6 Fund Mutual fund	Other securities	—	—	$15K	0.1%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$10K	<0.1%
Cohen & Steers Instl Realty Shares Mutual fund	Other securities	—	—	$9K	<0.1%
PGIM High Yield R6 Fund Mutual fund	Other securities	—	—	$9K	<0.1%
American Funds Bond Fund of America Mutual fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Inflation-Prot BD Index Fund Mutual fund	Common Collective Trusts	—	—	$2K	<0.1%
Principal Mid Cap R6 Fund Mutual fund	Other securities	—	—	$2K	<0.1%
Fidelity Freedom Index 2010 Investor Fund Mutual fund	Mutual Funds	—	—	$1K	<0.1%