Plan Snapshot
- Plan Sponsor: Revgen Partners, INC
- Sponsor EIN: 261735891
- Sponsor Address: 1331 17TH ST, SUITE 1200, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $10.3M
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 | 87 | $10.3M | $142,319 | $1.1M |
| 2023 | 111 | $8.7M | $206,035 | $1.2M |
| 2022 | 128 | $6.6M | $212,193 | $1.2M |
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 |
|---|---|---|---|---|
| RUBINBROWN | 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 | $63,068 | — | $63,068 | — | — |
| 2023 | $44,994 | — | $44,994 | — | — |
| 2022 | $40,121 | — | $40,121 | — | — |