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Original filing (PDF)20251010164625NAL0008033153001
REC ROOM INC.
Form 5500
FILING_RECEIVED
REC ROOM INC. 401(K) PLAN
401(k) retirement plan
Active participants
285
Accounts w/ balance
298
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
27 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 (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REC ROOM INC..
Plan sponsor
Name
REC ROOM INC.
EIN
81-1915556
Address
300 ELLIOTT AVENUE WEST, SUITE 450 · SEATTLE, WA · 98119
Phone
(206) 335-8602
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
2025-10-10
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
27 direct securities· $25.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund Investor Class Registered Investment Company | — | — | — | $4.7M | 18.6% | |
| Fidelity Freedom Index 2055 Fund Investor Class Registered Investment Company | — | — | — | $4.7M | 18.5% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $3.0M | 12.0% | |
| Fidelity Freedom Index 2060 Fund Investor Class Registered Investment Company | — | — | — | $2.7M | 10.6% | |
| Fidelity Freedom Index 2045 Fund Investor Class Registered Investment Company | — | — | — | $1.8M | 7.2% | |
| Fidelity Freedom Index 2040 Fund Investor Class Registered Investment Company | — | — | — | $1.4M | 5.5% | |
| Self-Directed Brokerage Accounts * Fidelity BrokerageLink Self-Directed Brokerage Account | — | — | — | $1.1M | 4.5% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company | — | — | — | $1.1M | 4.3% | |
| Fidelity Freedom Index 2035 Fund Investor Class Registered Investment Company | — | — | — | $994K | 3.9% | |
| Registered Investment Companies * Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $605K | 2.4% | |
| Fidelity Freedom Index 2030 Fund Investor Class Registered Investment Company | — | — | — | $402K | 1.6% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $393K | 1.5% | |
| Fidelity Freedom Index 2065 Fund Investor Class Registered Investment Company | — | — | — | $371K | 1.5% | |
| Fidelity Freedom Index 2015 Fund Investor Class Registered Investment Company ** 628 * Fidelity Freedom Index 2025 Fund Investor Class Registered Investment Company | — | — | — | $368K | 1.5% | |
| Fidelity Large Cap Value Index Fund Registered Investment Company | — | — | — | $339K | 1.3% | |
| Fidelity Global ex U.S. Index Fund Registered Investment Company | — | — | — | $307K | 1.2% | |
| Fidelity Real Estate Index Fund Registered Investment Company | — | — | — | $176K | 0.7% | |
| Fidelity Emerging Markets Index Fund Registered Investment Company | — | — | — | $146K | 0.6% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $134K | 0.5% | |
| Interest-bearing cash * Fidelity Government Money Market Fund Class K6 Interest-bearing cash ** $ | — | — | — | $95K | 0.4% | |
| Fidelity Small Cap Growth Index Fund Registered Investment Company | — | — | — | $91K | 0.4% | |
| Participant Loans Interest rates at (7.75% ~ 8.50%) $0 | — | — | — | $89K | 0.4% | |
| Fidelity Mid Cap Growth Index Fund Registered Investment Company | — | — | — | $81K | 0.3% | |
| Fidelity Mid Cap Value Index Fund Registered Investment Company | — | — | — | $64K | 0.3% | |
| Fidelity Small Cap Value Index Fund Registered Investment Company | — | — | — | $61K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund Registered Investment Company | — | — | — | $41K | 0.2% | |
| Fidelity Freedom Index Fund Registered Investment Company | — | — | — | $5K | <0.1% |
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