Plan Snapshot
- Plan Sponsor: Revenue Assistance Corp. The Revenue Group
- Sponsor EIN: 341778077
- Sponsor Address: 3711 CHESTER AVENUE, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 232 | $6.9M | $117,897 | $409,702 |
| 2023 | 263 | $6.7M | $132,572 | $396,177 |
| 2022 | 293 | $5.4M | $113,717 | $371,110 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $42,582 | $18,913 | — | — | — |
| 2023 | $36,942 | $15,827 | — | — | — |
| 2022 | $34,289 | — | $34,289 | — | — |