AUMdb

Revel It, Inc. 401(k) Profit Sharing Plan

Sponsored by Revel It, Inc. · EIN 843188007 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
117
With balances
102

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $13,401
Wells Fargo Advisors Llc Investment advisory (plan) $10,868
The Pension Design Group Recordkeeping, Participant loan processing, Recordkeeping fees $10,724