Plan Snapshot
- Plan Sponsor: Reveneer, INC.
- Sponsor EIN: 463635066
- Sponsor Address: 400 TRADECENTER DRIVE, STE 6800, WOBURN, MA, 01801
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 193
- Total Assets: $4.6M
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. |
|---|---|---|---|---|
| 2025 | 193 | $4.6M | $0 | $0 |
| 2024 | 103 | $3.9M | $13,601 | $398,047 |
| 2023 | 89 | $3.7M | $58,264 | $471,580 |
| 2022 | 157 | $3.3M | $262,747 | $772,863 |
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 |
|---|---|---|---|---|
| COMPASS 360, LLC | Recordkeeper | $25,884 | $3 | $25,887 |
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $20,207 | — | $20,207 |
| TRANSAMERICA RETIREMENT SOLUTIONS L | Recordkeeper | $17,257 | — | $17,257 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,351
- Estimated Expense Ratio: 1.370% 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 |
|---|---|---|---|---|---|
| 2025 | $483,748 | $20,338 | $28,661 | — | — |
| 2024 | $59,898 | $19,139 | $24,791 | — | — |
| 2023 | $85,466 | $17,410 | $28,670 | $29,000 | — |
| 2022 | $47,706 | — | — | — | $47,706 |