Find an old Reva 401(k)

Who to contact about an account in each of the 2 Reva plans, from the filings. Free, no sign-up, no Social Security number.

Reva Inc.

Reva Inc. · Plan 001 · EIN 65-0750314 · Fort Lauderdale, FL

Active · plan year 2024 filing401(k)
Plan administratorReva Inc.
2101 West Commercial Blvd, Suite 5100, Fort Lauderdale, FL 33309
Form 5500 ↗
Recordkeeper (who holds the accounts)Merrill Lynch Pierce Fenner & SmithSchedule C ↗
Former employees with balances63 separated participants still had money in the planForm 5500 ↗

Reva Inc. Retirement Plan of Puerto Rico

Reva Inc. · Plan 002 · EIN 65-0750314 · Fort Lauderdale, FL

Active · plan year 2024 filingProfit-sharing
Plan administratorReva Inc.
2101 W Commercial Blvd, Suite 5100, Fort Lauderdale, FL 33309
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Reva 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Reva 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Reva Inc., (954) 730-9300. The accounts are held by the recordkeeper, Merrill Lynch Pierce Fenner & Smith. Have your Social Security number and dates of employment ready.

What is the Reva 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (954) 730-9300.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Reva and does not hold accounts. Not financial advice. Report a correction