Plan Snapshot
- Plan Sponsor: Revere Health
- Sponsor EIN: 870281028
- Sponsor Address: 1055 NORTH 500 WEST, PROVO, UT, 84604
- Plan Type: 401(k)
- Total Participants: 2,191
- Total Assets: $254.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,191 | $254.8M | $16.5M | $4.6M |
| 2023 | 2,003 | $219.7M | $15.4M | $4.1M |
| 2022 | 2,046 | $183.8M | $14.4M | $3.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $114,080 | — | $114,080 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $71,500 | — | $71,500 |
| FUTUREPLAN BY ASCENSUS - KRAVITZ | AUDITOR | $17,250 | — | $17,250 |
| EIDE BAILLY LLC | Auditor | $17,250 | — | $17,250 |
| EIDE BAILLY LLP | OTHER | $7,378 | — | $7,378 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLC — Auditor
- EIDE BAILLY LLP — OTHER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $227,458
- Estimated Expense Ratio: 0.089% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $181,906 | $45,467 | — | $17,250 | — |
| 2023 | $225,625 | $71,500 | $139,125 | $15,000 | — |
| 2022 | $344,543 | $71,500 | $192,884 | — | $14,000 |