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Original filing (PDF)20250902102816NAL0008369539001
RAINFOCUS, LLC
Form 5500
FILING_RECEIVED
RAINFOCUS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
350
Accounts w/ balance
402
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Alta Trust Company SIA Target Date 2050 Class 2" is 34% of plan.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAINFOCUS, LLC.
Plan sponsor
Name
RAINFOCUS, LLC
EIN
81-3311152
Address
1633 W INNOVATION WAY, SUITE 100 · LEHI, UT · 84043
Phone
(877) 544-4445
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
2025-09-02
Pension benefit codes
2T · Default investment account (QDIA)
2S · Automatic enrollment
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TANNER, LLC
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 | $24K | — |
Investments
20 direct securities · 5 pooled funds· $25.2M(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.
Common Collective Trust
$19.3M
5 holdings
Uncategorized
$5.9M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SIA TD 2050 2 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001 | Common Collective Trust | — | — | $8.6M | 34.0% | |
| SIA TD 2040 2 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001 | Common Collective Trust | — | — | $4.9M | 19.6% | |
| SIA TD 2060 2 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001 | Common Collective Trust | — | — | $4.1M | 16.4% | |
| Fidelity Management Trust Co. Fidelity 500 Index Fund | — | — | — | $2.5M | 10.0% | |
| SIA TD 2030 2 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.6% | |
| Fidelity Management Trust Co. Fidelity Total Market Index Fund | — | — | — | $579K | 2.3% | |
| SIA LARGE CAP GRTH 2 ALTA TRUST COMPANY · EIN 83-1419179 / PN 001 | Common Collective Trust | — | — | $526K | 2.1% | |
| Fidelity Management Trust Co. Fidelity Mid Cap Index Fund | — | — | — | $416K | 1.7% | |
| Fidelity Management Trust Co. Fidelity Small Cap Index Fund | — | — | — | $330K | 1.3% | |
| maturities through May 2032. -0- | — | — | — | $311K | 1.2% | |
| Oakmark Funds Oakmark Fund Investor Class | — | — | — | $278K | 1.1% | |
| Fidelity Management Trust Co. Fidelity U.S. Bond Index Fund | — | — | — | $245K | 1.0% | |
| Fidelity Management Trust Co. Fidelity Total International Index Fund | — | — | — | $215K | 0.9% | |
| Wasatch Funds Wasatch Small Cap Value Fund | — | — | — | $157K | 0.6% | |
| Fidelity Management Trust Co. Fidelity Global ex U.S. Index Fund | — | — | — | $138K | 0.5% | |
| Fidelity Management Trust Co. Fidelity Emerging Markets | — | — | — | $129K | 0.5% | |
| Interest bearing cash Fidelity Government Money Market Fund | — | — | — | $104K | 0.4% | |
| Invesco Advisors, Inc. Invesco Gold & Special Minerals Fund | — | — | — | $99K | 0.4% | |
| Artisan Partners Artisan Mid Cap Fund Investor Class | — | — | — | $95K | 0.4% | |
| Oakmark Funds Oakmark International Fund Investor Class | — | — | — | $68K | 0.3% | |
| Dodge & Cox Dodge & Cox Income Fund I | — | — | — | $49K | 0.2% | |
| Cohen & Steers Realty Shares, Inc. Realty Shares Fund | — | — | — | $45K | 0.2% | |
| MFS Series Trust MFS Mid Cap Value Fund | — | — | — | $42K | 0.2% | |
| Janus Capital Management, LLC Janus Henderson Triton Fund Class N | — | — | — | $37K | 0.1% | |
| PIMCO Investments PIMCO Income Institutional Fund | — | — | — | $19K | <0.1% |