AUMdb

Rev Group, Inc. 401(k) Retirement Plan

Sponsored by Rev Group, Inc. · EIN 263013415 · Plan #001

Total assets
$350M
Net assets
$350M
Active participants
5,529
With balances
5,128

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $260,323
Creative Planning Llc Investment advisory (plan) $79,883
Strategic Advisors, Inc. Investment advisory (plan) $70,543
Bdo Accounting $33,000