Plan Snapshot
- Plan Sponsor: Reveneer, INC.
- Sponsor EIN: 463635066
- Sponsor Address: 20 MALL RD, STE 300, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $3.9M
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 | 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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $59,898 | $19,139 | $24,791 | — | — |
| 2023 | $85,466 | $17,410 | $28,670 | $29,000 | — |
| 2022 | $47,706 | — | — | — | $47,706 |