How big is Relativity Space, Inc.'s plan?

Relativity Space, Inc.'s plan reported $46.8M in assets and 1,269 participants for 2024.

Original filing (PDF)20251015204454NAL0005845345001

Relativity Space, Inc.

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

Form 5500

FILING_RECEIVED

Relativity Space 401(k) Plan

401(k) retirement plan · Relativity Space, Inc.'s Relativity Space 401(k) Plan held $46.8M in plan assets for 1,269 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,269

Accounts w/ balance

1,437

Plan assets (EOY)

$46.8M

Net assets (EOY)

$46.8M

People on this filing

Roxanne FUNG signed Relativity Space, Inc.'s 2024 Form 5500 as plan administrator.

Roxanne FUNG — 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

Relativity Space, Inc.'s EIN is 47-5539518.

EIN 47-5539518

Plan number 001

Plan year 2024

ACK ID 20251015204454NAL0005845345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

35 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) — 5K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

RELATIVITY SPACE, INC.

EIN

all filings

Address

3500 E BURNETT STREET · LONG BEACH, CA · 90815

Phone

(424) 393-4309

Industry

Transportation & Warehousing

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$10K	—

Investments

35 direct securities· $46.8M(100% of reported assets)

Mutual Funds

$31.3M

21 holdings

Common Collective Trusts

$13.8M

7 holdings

Other securities

$753K

5 holdings

Bonds / Notes

$563K

1 holding

Cash / Money Market

$301K

1 holding

					% of plan
Fidelity Freedom Index 2055 Mutual Fund	Mutual Funds	—	—	$7.5M	16.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$6.6M	14.2%
Fidelity Freedom Index 2050 Mutual Fund	Mutual Funds	—	—	$6.1M	13.1%
Fidelity Freedom Index 2060 Mutual Fund	Mutual Funds	—	—	$5.8M	12.4%
Fidelity Freedom Index 2065 Mutual Fund	Mutual Funds	—	—	$3.0M	6.5%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.9M	6.1%
Fidelity Freedom Index 2045 Mutual Fund	Mutual Funds	—	—	$2.6M	5.6%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	4.0%
Fidelity Freedom Index 2040 Mutual Fund	Mutual Funds	—	—	$1.5M	3.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	2.9%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.0M	2.2%
Fidelity Freedom Index 2030 Mutual Fund	Mutual Funds	—	—	$983K	2.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$669K	1.4%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$577K	1.2%
PIMCO RAE US Small Institutional Mutual Fund	Mutual Funds	—	—	$569K	1.2%
Participant Loans to participants, bearing interest from 4.5% to 9.5%	Bonds / Notes	—	—	$563K	1.2%
Fidelity Freedom Index 2035 Mutual Fund	Mutual Funds	—	—	$551K	1.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$425K	0.9%
Fidelity Emerging Markets Index Mutual Fund	Mutual Funds	—	—	$394K	0.8%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$314K	0.7%
The Gabelli U.S. Treasury Money Market Fund AAA Mutual Fund	Cash / Money Market	—	—	$301K	0.6%
MFS International Equity Fund Class R6 Mutual Fund	Mutual Funds	—	—	$258K	0.6%
American Funds The Bond Fund of America Class R6 Mutual Fund	Mutual Funds	—	—	$179K	0.4%
BlackRock Mid-Cap Growth Equity K Mutual Fund	Other securities	—	—	$144K	0.3%
PGIM High Yield Fund Clas R6 Mutual Fund	Other securities	—	—	$119K	0.3%
Buffalo Small Cap Institutional Mutual Fund	Other securities	—	—	$93K	0.2%
Principal MidCap Value Fund I Mutual Fund	Other securities	—	—	$84K	0.2%
American Funds New World Fund Class R6 Mutual Fund	Mutual Funds	—	—	$65K	0.1%
Fidelity Freedom Index 2020 Mutual Fund	Mutual Funds	—	—	$43K	<0.1%
Fidelity International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$41K	<0.1%
Fidelity Freedom Index 2010 Mutual Fund	Mutual Funds	—	—	$29K	<0.1%
Fidelity Freedom Index 2025 Mutual Fund	Mutual Funds	—	—	$20K	<0.1%
American Funds Inflation Linked Bond Fund Class R6 Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Fidelity Freedom Index 2070 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%