Reveneer, Inc. 401(k) Plan
Sponsored by Reveneer, Inc. · EIN 463635066 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 103
- With balances
- 280
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass 360, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $25,985 |
| Commonwealth Financial Network | Investment advisory (plan) | $18,932 |
| Transamerica Retirement Solutions L | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,981 |