Rev Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Rev Group, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rev Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Rev Group, Inc. under EIN 26-3013415 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,013 participants and $337,412,504 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rev Group, Inc.
EIN
26-3013415
Plan number
001
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
8,013
End-of-year plan assets
$337,412,504

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,013H, C20241014144617NAL0044934608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$337,412,504
Total liabilities (EOY)
$0
Net assets (EOY)
$337,412,504
Net assets (BOY)
$299,951,004

Income & contributions

Employer contributions
$10,624,519
Participant contributions
$22,312,652
Total contributions
$35,935,871
Total income / additions
$81,305,429

Expenses & distributions

Benefits paid
$43,382,278
Administrative expenses
$439,017
Total expenses
$43,843,929
Net increase / (decrease)
$37,461,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$271,312not reported in the loaded dataset2023
Creative Planning LLCINVESTMENT ADVISOR$53,263not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$48,526not reported in the loaded dataset2023
BdoACCOUNTANT/AUDITOR$39,314not reported in the loaded dataset2023
Lockton Investment AdvisorsINVESTMENT ADVISOR$26,602not reported in the loaded dataset2023

Related Form 5500 pages