Plan Ledger DOL Form 5500 · updated monthly

Relativity Space, Inc.401(k)

RELATIVITY SPACE 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Relativity Space, Inc. reported $32,318 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $412 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,871st-largest of 9,483 plans among California employers on file, and the 400th of 2,677 in transportation & warehousing. In 2024, employees put in $21.94 for every $1.00 the employer contributed; active participation has grown from 989 to 1,269 since 2022.

Plan summary
Net assets, end of year$46,779,348
Participants with balances1,437
Active participants1,269
Employer contributions$523,121
Employee contributions$11,477,142
Employer contribution per active participant$412
Average account balance$32,553
Benefits paid to participants$3,537,048
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.8M · 1,437 accts · $523K emplr
2023$28.3M · 1,139 accts · $375K emplr
2022$13.6M · 1,091 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,123
Investment management$10,195
Total administrative$32,318
The Relativity Space, Inc. 401(k) match · 2024
Employer contribution per active participant$412
Median for plans this size$2,416
2024$412 per active participant
2023$347 per active participant
2022$249 per active participant

Relativity Space, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,123
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,195

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$32,318 · 0.09%
2023$10,731 · 0.05%
2022$7,300 · 0.07%
Same employer
Similar plansTransportation & Warehousing · California
Vieco USA, Inc. CA$47.1M · 0.23%
Hawaii Stevedores, Inc. CA$45.5M · 0.06%
Ernest Packaging CA$45.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475539518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.