Plan Snapshot
- Plan Sponsor: Revenue Solutions, INC.
- Sponsor EIN: 043312927
- Sponsor Address: 42 WINTER STREET, SUITE 36, PEMBROKE, MA, 02359
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $53.6M
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. |
|---|---|---|---|---|
| 2024 | 494 | $53.6M | $1.6M | $4.9M |
| 2023 | 536 | $45.4M | $1.6M | $4.9M |
| 2022 | 465 | $35.0M | $1.3M | $3.7M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $65,874 | — | $65,874 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $51,367 | — | $51,367 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,070 | — | $6,070 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,311
- Estimated Expense Ratio: 0.230% 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 | $123,311 | $71,944 | — | — | — |
| 2023 | $100,301 | $54,082 | — | — | — |
| 2022 | $39,228 | — | — | — | — |