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Original filing (PDF)20250708145106NAL0002324019001
REVSPRING, INC.
Form 5500
FILING_RECEIVED
REVSPRING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
859
Accounts w/ balance
778
Plan assets (EOY)
$62.2M
Net assets (EOY)
$62.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 67% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVSPRING, INC..
Plan sponsor
Name
REVSPRING, INC.
EIN
20-2675614
Address
1131 4TH AVENUE S · SUITE 330 · NASHVILLE, TN · 37210
Phone
(248) 567-7300
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $86K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $43K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | ADVISOR | $19K | — |
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $17K | — |
Investments
31 direct securities · 1 pooled fund· $62.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$60.3M
31 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $6.9M | 11.1% | |
| American Funds Target Retirement Date 2040 R6 Fund | — | — | — | $6.3M | 10.1% | |
| T. Rowe Price U.S. Equity Research Fund | — | — | — | $4.9M | 7.9% | |
| American Funds Target Retirement Date 2045 R6 Fund | — | — | — | $4.5M | 7.2% | |
| American Funds Target Retirement Date 2055 R6 Fund | — | — | — | $3.8M | 6.2% | |
| American Funds Target Retirement Date 2030 R6 Fund | — | — | — | $3.5M | 5.7% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $3.5M | 5.6% | |
| American Funds Target Retirement Date 2035 R6 Fund | — | — | — | $3.4M | 5.5% | |
| American Funds Target Retirement Date 2050 R6 Fund | — | — | — | $3.1M | 5.0% | |
| Fidelity Mid Cap index Fund | — | — | — | $2.8M | 4.6% | |
| American Funds Target Retirement Date 2025 R6 Fund | — | — | — | $2.7M | 4.3% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.0M | 3.1% | |
| Janus Henderson Balanced Fund Class N | — | — | — | $1.9M | 3.0% | |
| PIMCO StockPlus International Fund | — | — | — | $1.8M | 2.8% | |
| American Funds Target Retirement Date 2060 R6 Fund | — | — | — | $1.8M | 2.8% | |
| Victory Sycamore Established Value Fund Value R6 | — | — | — | $1.4M | 2.3% | |
| Invesco Discovery Mid Cap Growth Fund R6 | — | — | — | $1.3M | 2.0% | |
| American Funds Target Retirement Date 2010 R6 Fund | — | — | — | $1.2M | 1.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $936K | 1.5% | |
| Fidelity Strategic Income Z Fund | — | — | — | $893K | 1.4% | |
| with maturity dates through March 2032 - | — | — | — | $672K | 1.1% | |
| Putnam Large Cap Value Fund Class R6 | — | — | — | $652K | 1.0% | |
| American Funds New World Fund Class R-6 | — | — | — | $572K | 0.9% | |
| American Funds Target Retirement Date 2065 R6 Fund | — | — | — | $419K | 0.7% | |
| American Funds Target Retirement Date 2020 R6 Fund | — | — | — | $370K | 0.6% | |
| Allspring Special Small Cap Value Fund | — | — | — | $334K | 0.5% | |
| JP Morgan Corporate Bond Fund Class R6 | — | — | — | $329K | 0.5% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $121K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Z | — | — | — | $113K | 0.2% | |
| Invesco Discovery Fund Class R6 | — | — | — | $39K | <0.1% | |
| Money market fund - Fidelity Government Money Market | — | — | — | $17K | <0.1% | |
| American Funds Target Retirement Date 2015 R6 Fund | — | — | — | $5K | <0.1% |
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