Back to filter
Original filing (PDF)20251006110612NAL0002008579001
RA OUTDOORS, LLC
Form 5500
FILING_RECEIVED
RA OUTDOORS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
236
Accounts w/ balance
408
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RA OUTDOORS, LLC.
Plan sponsor
Name
RA OUTDOORS, LLC
DBA
ASPIRA
EIN
82-2521854
Address
717 N. HARWOOD ST., #2400 · DALLAS, TX · 75201
Phone
(469) 941-1075
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
2025-10-06
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA 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 | $52K | — |
Investments
15 direct securities · 13 pooled funds· $8.9M(99% 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
$6.3M
13 holdings
Uncategorized
$2.5M
14 holdings
Mutual Funds
$92K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $1.7M | 19.1% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $1.4M | 15.7% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $1.1M | 12.5% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $840K | 9.3% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $807K | 8.9% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $666K | 7.4% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $408K | 4.5% | |
| Fidelity Investments FID CONTRAFUND K6 | — | — | — | $285K | 3.2% | |
| Money Market Mutual Fund * Fidelity Investments FID GOVT MMRK PRM | — | — | — | $220K | 2.4% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $198K | 2.2% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $190K | 2.1% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $165K | 1.8% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $156K | 1.7% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $108K | 1.2% | |
| PIMCO, LLC PIMCO INCOME INST | Mutual Funds | — | — | $92K | 1.0% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $82K | 0.9% | |
| John Hancock Investments JH DSCPL VAL MDCP R6 | — | — | — | $82K | 0.9% | |
| Principal Investments PIF EQUITY INC INST | — | — | — | $73K | 0.8% | |
| John Hancock Investments J H TRITON N | — | — | — | $70K | 0.8% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $40K | 0.4% | |
| Fidelity Investments FID INTL INDEX | — | — | — | $39K | 0.4% | |
| MassMutual MM MID CAP GRTH I | — | — | — | $38K | 0.4% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $33K | 0.4% | |
| American Funds AF EUROPAC GROWTH R6 | — | — | — | $26K | 0.3% | |
| Fidelity Investments FID US BOND IDX | — | — | — | $21K | 0.2% | |
| PIMCO, LLC PIM ALL ASSET INST ** 18 American Beacon ABF SM CAP VAL R5 | — | — | — | $10K | 0.1% | |
| Invesco Developing Markets INVS DEVELOP MKT R6 | — | — | — | $5K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $3K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Data Processing, Hosting plans
PROPEL INC
PROPEL 401(K) PLAN
$9.1M · 100 participants
CLEARDATA NETWORKS, INC.
CLEARDATA NETWORKS, INC. 401(K) PLAN
$9.0M · 132 participants
SPIRAL SOLUTIONS AND TECHNOLOGIES, INC.
SPIRAL SOLUTIONS AND TECHNOLOGIES, INC. 401(K) PLA
$9.1M · 73 participants
DARTPOINTS OPERATING COMPANY, LLC
DARTPOINTS 401(K) RETIREMENT PLAN
$9.0M · 96 participants
TROVE INFORMATION TECHNOLOGIES, INC.
TROVE INFORMATION TECHNOLOGIES, INC. 401(K) PLAN
$9.2M · 139 participants
BUSINESS INTERACTIONS LLC DBA HARMONY HEALTHCARE IT
HARMONY HEALTHCARE IT 401K PLAN
$8.8M · 168 participants
Large plans in Texas
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants