Plan Snapshot
- Plan Sponsor: Rev.Io
- Sponsor EIN: 510425343
- Sponsor Address: 3565 PIEDMONT ROAD NE, BLDG 4,, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 156 | $9.0M | $495,659 | $1.1M |
| 2023 | 158 | $5.1M | $443,316 | $844,961 |
| 2022 | 99 | $3.3M | $288,311 | $706,104 |
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 |
|---|---|---|---|---|
| BENNET THRASHER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,375 | — | $1,975 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |