Plan Snapshot
- Plan Sponsor: Rev.Com, INC.
- Sponsor EIN: 273186959
- Sponsor Address: 1717 W. 6TH ST., AUSTIN, TX, 78703
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 127 | $13.5M | $198,065 | $1.4M |
| 2023 | 133 | $11.9M | $0 | $1.7M |
| 2022 | 185 | $11.1M | $0 | $3.1M |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | RECORDKEEPER | $24,185 | — | $24,185 |
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETTERMENT FOR BUSINESS, LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,185
- Estimated Expense Ratio: 0.179% 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 | $24,185 | $24,035 | — | — | — |
| 2023 | $28,856 | $28,181 | — | — | — |
| 2022 | $31,712 | $31,337 | — | — | $375 |