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Original filing (PDF)20250703093601NAL0000998562001
RECHARGE INC.
Form 5500
FILING_RECEIVED
RECHARGE INC. 401(K) PLAN
401(k) retirement plan
Active participants
326
Accounts w/ balance
321
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RECHARGE INC..
Plan sponsor
Name
RECHARGE INC.
EIN
46-5335060
Address
1507 20TH STREET · SANTA MONICA, CA · 90404
Phone
(888) 966-0740
Industry
Professional & Technical Servicessee 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
2025-07-03
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Investments
24 direct securities · 1 pooled fund· $14.7M(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.
Uncategorized
$14.7M
24 holdings
Common Collective Trust
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $3.6M | 24.4% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $2.9M | 19.4% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $2.7M | 18.1% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $1.9M | 13.1% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $1.0M | 7.1% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $577K | 3.9% | |
| Fidelity Self-Directed Brokerage Accounts | — | — | — | $452K | 3.1% | |
| Fidelity Extended Market Index | — | — | — | $303K | 2.1% | |
| Fidelity International Markets | — | — | — | $263K | 1.8% | |
| MFS Massachusetts Investors Growth Stock | — | — | — | $145K | 1.0% | |
| Fidelity US Bond Index | — | — | — | $140K | 1.0% | |
| Fidelity Freedom Index 2035 IPR | — | — | — | $136K | 0.9% | |
| Dodge and Cox Stock X | — | — | — | $116K | 0.8% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $109K | 0.7% | |
| Fidelity Freedom Index 2010 IPR | — | — | — | $93K | 0.6% | |
| Participants Participant Loans Rates from 9.00% to 9.50% - | — | — | — | $84K | 0.6% | |
| Fidelity Freedom Index Income Investor | — | — | — | $71K | 0.5% | |
| Fidelity Emerging Markets | — | — | — | $56K | 0.4% | |
| DFA World Ex US Core Equity | — | — | — | $44K | 0.3% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $14K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $8K | <0.1% | |
| Fidelity Managed Income Portfolio Class 2 | — | — | — | $8K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $8K | <0.1% | |
| Dodge and Cox Income X | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $2K | <0.1% |
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