Ashley Sellers signed Revenue Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Revenue Enterprises, LLC's EIN is 20-1884931.
Download the official 2024 Form 5500 (PDF) for Revenue Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Revenue Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $1.4M | 43.9% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $362K | 11.0% | |
| INVESCO GROWTH AND INCOME R6 | Registered Investment Companies | — | — | $258K | 7.9% | |
| JPM SMARTRRT 2060 - R6 812 REGISTERED INVESTMENT COMPANY JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $170K | 5.2% | |
| BLK MID CAP GR EQTY PRT - INST | Registered Investment Companies | — | — | $149K | 4.5% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $125K | 3.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $108K | 3.3% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $95K | 2.9% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $71K | 2.2% | |
| BR GLOB ALLOC K 623 REGISTERED INVESTMENT COMPANY JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $62K | 1.9% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $53K | 1.6% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $45K | 1.4% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $40K | 1.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $28K | 0.9% | |
| MACQUARIE VALUE INST | Registered Investment Companies | — | — | $24K | 0.7% | |
| MACQUARIE INTL CORE EQ R6 | Registered Investment Companies | — | — | $22K | 0.7% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $16K | 0.5% | |
| INVESCO REAL ESTATE FUND R6 | Registered Investment Companies | — | — | $14K | 0.4% | |
| FEDERATED HERMES KAUFMANN LG C | Registered Investment Companies | — | — | $13K | 0.4% | |
| MACQUARIE DIVERSIFIED INC INST | Registered Investment Companies | — | — | $9K | 0.3% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $6K | 0.2% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| JPM SMARTRETIREMENT 2045 R6 841 REGISTERED INVESTMENT COMPANY ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $5K | 0.2% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
