Employers › Relativity Space
Recordkeeping fees per participant · Relativity Space 401(k) Plan · plan year 2024
$15.40
Higher than 15% of the 14,075 plans $10 to 50M that report it.
= $22,123 / 1,437
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015204454NAL0005845345001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015204454NAL0005845345001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$15.40
Higher than 10% of the 24,371 plans $10 to 50M that report it.
= $22,123 / 1,437
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015204454NAL0005845345001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015204454NAL0005845345001, received 2025-10-15
Administrative expenses per participant
$22.49
Higher than 9% of the 25,098 plans $10 to 50M that report it.
= $32,318 / 1,437
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015204454NAL0005845345001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015204454NAL0005845345001, received 2025-10-15
Administrative expenses as a share of assets
0.069%
Higher than 16% of the 25,132 plans $10 to 50M that report it.
= $32,318 / $46,779,348
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015204454NAL0005845345001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015204454NAL0005845345001, received 2025-10-15
Employer contributions per participant
$364
Higher than 4% of the 24,050 plans $10 to 50M that report it.
= $523,121 / 1,437
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015204454NAL0005845345001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015204454NAL0005845345001, received 2025-10-15
Employer share of total contributions
3.1%
Higher than 1% of the 24,084 plans $10 to 50M that report it.
= $523,121 / $16,635,698
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015204454NAL0005845345001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015204454NAL0005845345001, received 2025-10-15
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2A age/service-weighted · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015204454NAL0005845345001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | RELATIVITY SPACE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Plan name | RELATIVITY SPACE 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Sponsor EIN / plan number | 47-5539518 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Sponsor location | LONG BEACH, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Participants, beginning of year | 1,211 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Active participants | 1,269 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Participants, end of year | 1,473 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Participants with an account balance | 1,437 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Total assets, beginning of year | $28,308,734 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Total assets, end of year | $46,779,348 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Net assets, end of year | $46,779,348 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Total income | $22,058,427 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Net income | $18,470,614 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Employer contributions | $523,121 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Participant contributions | $11,477,142 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $4,635,435 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Total contributions | $16,635,698 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Benefit payments | $3,537,048 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $3,587,813 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Total administrative expenses | $32,318 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Recordkeeping fees | $22,123 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Investment advisory and management fees | $10,195 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Administrative expenses excluding investment management | $22,123 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Held in mutual funds | $45,915,463 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015204454NAL0005845345001, received 2025-10-15 |
| Independent auditor | PENSION ASSURANCE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015204454NAL0005845345001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015204454NAL0005845345001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $22,123 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $10,195 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015204454NAL0005845345001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $28,308,734 | $46,779,348 | 65.2% |
| Participants with a balance | 1,139 | 1,437 | 26.2% |
| Administrative expenses | $10,731 | $32,318 | 201.2% |
| Recordkeeping fees per participant | $7.28 | $15.40 | 111.5% |
| Employer contributions | $375,009 | $523,121 | 39.5% |
Prior filing 20241007193046NAL0009142499001, received 2024-10-07; the plan years are contiguous.
Sponsor name as filed: RELATIVITY SPACE, INC.; SEC registrant: Relativity Space, Inc. (CIK 1673976, matched by EIN).