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Original filing (PDF)20251024100857NAL0002683715001
RAREFIED ATMOSPHERE, INC.
Form 5500
FILING_RECEIVED
RAREFIED ATMOSPHERE 401(K) PLAN
401(k) retirement plan
Active participants
133
Accounts w/ balance
210
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
30 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 RAREFIED ATMOSPHERE, INC..
Plan sponsor
Name
RAREFIED ATMOSPHERE, INC.
EIN
83-2844690
Address
2043 S LAMAR · SUITE 300 · AUSTIN, TX · 78704
Phone
(512) 617-5610
Industry
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
2025-10-24
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
PEGGY S EDGE CPA LLC
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 | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $25K | — |
Investments
29 direct securities · 14 pooled funds· $8.9M(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
$8.9M
29 holdings
Common Collective Trust
$3K
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID FDM IDX 2055 IPR | — | — | — | $1.9M | 20.8% | |
| Fidelity Management Trust Company FID FDM IDX 2045 IPR | — | — | — | $1.7M | 19.0% | |
| Fidelity Management Trust Company FID 500 INDEX | — | — | — | $1.6M | 18.5% | |
| Fidelity Management Trust Company FID FDM IDX 2035 IPR | — | — | — | $1.0M | 11.5% | |
| Fidelity Management Trust Company FID INTL INDEX | — | — | — | $536K | 6.0% | |
| Fidelity Management Trust Company FID MID CAP IDX | — | — | — | $262K | 3.0% | |
| Fidelity Management Trust Company PUTN LG CAP GRWTH R6 | — | — | — | $193K | 2.2% | |
| Fidelity Management Trust Company FID SM CAP IDX | — | — | — | $192K | 2.2% | |
| Fidelity Management Trust Company FID EMRG MKTS IDX | — | — | — | $161K | 1.8% | |
| Fidelity Management Trust Company FID US BOND IDX | — | — | — | $158K | 1.8% | |
| Fidelity Management Trust Company FID FDM IDX 2050 IPR | — | — | — | $153K | 1.7% | |
| Fidelity Management Trust Company MFS VALUE R6 | — | — | — | $141K | 1.6% | |
| Fidelity Management Trust Company FID STIF | — | — | — | $128K | 1.4% | |
| Fidelity Management Trust Company FID FDM IDX 2060 IPR | — | — | — | $114K | 1.3% | |
| Fidelity Management Trust Company AS SMALL CO VALUE R6 | — | — | — | $110K | 1.2% | |
| Fidelity Management Trust Company JPM GOVT BOND R6 | — | — | — | $84K | 0.9% | |
| Fidelity Management Trust Company INTERNATIONAL EQ R1 ** 800 * Fidelity Management Trust Company PIMCO INCOME INST ** 95 * Participant Loans Interest Rates Range: 4.25%-9.5% | — | — | — | $83K | 0.9% | |
| Fidelity Management Trust Company DFA INF PRT SEC PORT | — | — | — | $62K | 0.7% | |
| Fidelity Management Trust Company FID FDM IDX 2040 IPR | — | — | — | $59K | 0.7% | |
| Fidelity Management Trust Company JPM MID CAP GRTH R6 | — | — | — | $56K | 0.6% | |
| Fidelity Management Trust Company TRP MID CAP VALUE I | — | — | — | $47K | 0.5% | |
| Fidelity Management Trust Company PGIM HIGH YIELD R6 | — | — | — | $44K | 0.5% | |
| Fidelity Management Trust Company PUTNAM SM CAP GR R6 | — | — | — | $36K | 0.4% | |
| Fidelity Management Trust Company FID FDM IDX 2020 IPR | — | — | — | $18K | 0.2% | |
| Fidelity Management Trust Company FID FDM IDX 2065 IPR | — | — | — | $13K | 0.1% | |
| Fidelity Management Trust Company FID REAL ESTATE IDX | — | — | — | $10K | 0.1% | |
| Fidelity Management Trust Company FID FDM IDX 2025 IPR | — | — | — | $6K | <0.1% | |
| Fidelity Management Trust Company AM CENT HIGH INC R6 | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company FID GOVT MMKT K6 | — | — | — | $2K | <0.1% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $2K | <0.1% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $800 | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4374798 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4532033 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4470950 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |