How big is Revenue Solutions, Inc.'s plan?

Revenue Solutions, Inc.'s plan reported $53.6M in assets and 494 participants for 2024.

Original filing (PDF)20251010092637NAL0012222848001

Revenue Solutions, Inc.

Name: Revenue Solutions, Inc. — RSI 401(k) Retirement, Form 5500 (2024)
Creator: Revenue Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

RSI 401(k) Retirement Savings Plan

401(k) retirement plan · Revenue Solutions, Inc.'s RSI 401(k) Retirement Savings Plan held $53.6M in plan assets for 494 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

494

Accounts w/ balance

663

Plan assets (EOY)

$53.6M

Net assets (EOY)

$53.6M

People on this filing

Darin Hamway signed Revenue Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Darin Hamway — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Revenue Solutions, Inc.'s EIN is 04-3312927.

EIN 04-3312927

Plan number 001

Plan year 2024

ACK ID 20251010092637NAL0012222848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Revenue Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Revenue Solutions, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REVENUE SOLUTIONS, INC..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

REVENUE SOLUTIONS, INC.

EIN

all filings

Address

42 WINTER STREET, SUITE 36 · PEMBROKE, MA · 02359

Phone

(888) 826-1324

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2S · Automatic enrollment

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$51K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$66K	—
STRATEGIC ADVISORS, INC.

Investments

32 direct securities· $53.6M(100% of reported assets)

Mutual Funds

$40.9M

19 holdings

Common Collective Trusts

$6.8M

1 holding

Other securities

$5.4M

10 holdings

Participant loans

$341K

1 holding

U.S. Treasuries

$101K

1 holding

					% of plan
American Funds 2035 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$7.8M	14.5%
American Funds 2040 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$7.7M	14.3%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$6.8M	12.7%
American Funds 2045 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$5.6M	10.4%
American Funds 2050 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$3.7M	6.9%
American Funds 2055 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$3.2M	6.0%
American Funds 2060 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$2.9M	5.4%
JPMorgan Growth Advantage Fund R6 Mutual Fund	Other securities	—	—	$2.4M	4.5%
American Funds 2030 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$2.3M	4.3%
Fidelity Government Money Market Fund K6 Money Market Fund	Mutual Funds	—	—	$1.4M	2.7%
American Funds 2065 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$1.4M	2.6%
American Funds 2025 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$1.0M	1.9%
MFS International Equity Fund R6 Mutual Fund	Mutual Funds	—	—	$909K	1.7%
American Funds American Mutual Fund R6 Mutual Fund	Mutual Funds	—	—	$747K	1.4%
Pioneer Fund Class Y Mutual Fund	Other securities	—	—	$645K	1.2%
Carillon Eagle Mid Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$554K	1.0%
American Century Small Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$528K	1.0%
MFS Mid Cap Value Fund R6 Mutual Fund	Mutual Funds	—	—	$493K	0.9%
MFS Blended Research Mid Cap Equity Fund R6	Mutual Funds	—	—	$489K	0.9%
American Funds 2015 Target Date Retirement Fund R-6 Mutual Fund	Mutual Funds	—	—	$478K	0.9%
DWS Small Cap Core Fund - Class R6 Mutual Fund	Other securities	—	—	$411K	0.8%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$393K	0.7%
Participant loans Interest rates ranging from	Participant loans	—	—	$341K	0.6%
Guggenheim Total Return Bond Fund R6 Mutual Fund	Other securities	—	—	$308K	0.6%
Columbia Small Cap Value Fund II Instl 3 Class Mutual Fund	Other securities	—	—	$288K	0.5%
Fidelity Overseas Fund Class K Mutual Fund	Mutual Funds	—	—	$264K	0.5%
Thornburg Strategic Income Fund R6 Mutual Fund	Other securities	—	—	$199K	0.4%
American Funds The Bond Fund of America R6 Mutual Fund	Mutual Funds	—	—	$195K	0.4%
JPMorgan Government Bond Fund R6 Mutual Fund	U.S. Treasuries	—	—	$101K	0.2%
Fund, Class I PIMCO Low Duration Income Fund Instl Class Mutual Fund	Mutual Funds	—	—	$67K	0.1%
Cohen & Steers Realty Shares Fund Cl Z Mutual Fund	Other securities	—	—	$37K	<0.1%
Eaton Vance Short Duration Inflation-Protected Income Mutual Fund	Other securities	—	—	$32K	<0.1%