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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,013 | H, C | 20241014144617NAL0044934608001 |
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $271,312 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $53,263 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $48,526 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $39,314 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | INVESTMENT ADVISOR | $26,602 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rev Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Brookfield, WI
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Bdo — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation