Original filing (PDF)20250617095048NAL0002357072001

USA RARE EARTH MANAGEMENT CO LLC

Name: USA RARE EARTH MANAGEMENT CO LLC — USA RARE EARTH 401(K) PLAN, Form 5500 (2024)
Creator: USA RARE EARTH MANAGEMENT CO LLC

Form 5500-SF

FILING_RECEIVED

USA RARE EARTH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for USA RARE EARTH MANAGEMENT CO LLC.

Plan sponsor

Name

USA RARE EARTH MANAGEMENT CO LLC

EIN

87-3097681

Address

1001 WATER STREET · SUITE 600 · TAMPA, FL · 33602

Phone

(813) 867-6155

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

2025-06-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

THERAGENT, INC.

THERAGENT,INC. 401(K) PLAN

$1.1M · 3 participants

REDBUDS LABS, INC.

REDBUD LABS 401(K) PLAN

$1.1M · 20 participants

CALIFORNIA COUNCIL ON SCIENCE & TEC

CALIFORNIA COUNCIL ON SCIENCE & TECHNOLOGY 403(B) RETIREMENT PLAN

$1.1M · 34 participants

LIFESCIENCE DYNAMICS US LLC

LIFESCIENCE DYNAMICS US LLC 401(

$1.1M · 11 participants

LIBERATING TECHNOLOGIES, INC.

LIBERATING TECHNOLOGIES, INC. 401(K) PLAN

$1.1M · 11 participants