AUMdb

Revere Health 401(k) Profit Sharing Plan

Sponsored by Revere Health · EIN 870281028 · Plan #002

Total assets
$255M
Net assets
$255M
Active participants
2,191
With balances
2,763

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $114,080
Kestra Advisory Services Llc Investment advisory (plan) $71,500
Futureplan By Ascensus Kravitz Accounting $17,250
Eide Bailly Llp Other fees $7,378
Empower Financial Services, Inc. Securities brokerage, Other investment fees and expenses, Shareholder servicing fees $173