Revinate 401(k) match, vesting and fees
What Revinate's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 266 defined-contribution plans in information with 500 to 999 participants.
| Revinate: employer contribution per participant | $1,203 | |
| Peer median | $2,049 |
| Revinate: average balance | $42,599 | |
| Peer median | $79,099 |
| Revinate: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.16% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10M at the end of plan year 2021 to $23.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 555 | $23.3M | $657K | $1,203 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 554 | $18.7M | $615K | $1,123 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 545 | $14.9M | $574K | $1,065 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 391 | $10M | $515K | $1,352 | 0.55% | Not published | Form 5500 ↗ |
Other Revinate plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Revinate Retirement Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | 2021 Schedule C ↗ |
| Independent auditor | Forvis LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2021 filing, the latest that names one. The other rows are from the plan year 2022 filing.
Common questions
Does Revinate match 401(k) contributions?
The match terms for the Revinate LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $657K in employer contributions, about $1,203 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Revinate 401(k) match vested?
The vesting schedule for the Revinate LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Revinate 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Revinate LLC.
I left Revinate. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Revinate LLC, (541) 617-2921) or the recordkeeper, The Vanguard Group, Inc.. The Revinate old 401(k) page lists the contacts from every plan filing. Find an old Revinate 401(k)
Data from the public Form 5500 annual reports Revinate filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Revinate. Not financial advice. Report a correction · Methodology