Plan Snapshot
- Plan Sponsor: Revinate LLC
- Sponsor EIN: 274399609
- Sponsor Address: 543 NW YORK DRIVE, BEND, OR, 97703
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 282 | $23.3M | $656,577 | $2.1M |
| 2023 | 308 | $18.7M | $615,281 | $1.9M |
| 2022 | 297 | $14.9M | $574,090 | $1.6M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — 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 | $61,167 | $52,242 | $8,925 | — | — |
| 2023 | $54,571 | $44,061 | $10,510 | — | — |
| 2022 | $39,900 | $29,580 | $10,320 | — | — |