Original filing (PDF)20251010103000NAL0012330304001

RESCALE, INC.

Name: RESCALE, INC. — RESCALE RETIREMENT TRUST, Form 5500 (2024)
Creator: RESCALE, INC.

Form 5500

FILING_RECEIVED

RESCALE RETIREMENT TRUST

401(k) retirement plan

Signals · 1

68% in single holding

Active participants

126

Accounts w/ balance

178

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

How this plan invests

This plan

2 pooled trusts

Schedule D

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: MFS LARGE CAP VALUE CIT (extraction pending)]" is 68% of plan.

Helping the score

Below-peer total fees (0 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESCALE, INC..

Plan sponsor

Name

RESCALE, INC.

EIN

45-3837167

Address

981 MISSION ST #21 · SAN FRANCISCO, CA · 94103

Phone

(855) 737-2253

Industry

Data Processing, Hosting· Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

ANDERS MINKLER HUBER & HELM LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$651	—

Investments

2 pooled funds· $105K(1% 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.

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781	Common Collective Trust	—	—	$71K	0.5%
	INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619	Common Collective Trust	—	—	$34K	0.2%