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Original filing (PDF)20251007142205NAL0004896449001
REVHEALTH
Form 5500
FILING_RECEIVED
REVHEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
136
Accounts w/ balance
210
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVHEALTH.
Plan sponsor
Name
REVHEALTH
EIN
20-3440002
Address
55 BANK STREET · MORRISTOWN, NJ · 07960
Phone
(973) 867-6500
Industry
Professional & Technical Servicessee all
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
2025-10-07
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $31K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
22 direct securities· $17.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | — | — | — | $2.2M | 13.2% | |
| BLKRK LP IDX 2050 K Mutual Fund | — | — | — | $2.2M | 12.7% | |
| BLKRK LP IDX 2055 K Mutual Fund | — | — | — | $2.2M | 12.6% | |
| BLKRK LP IDX 2040 K Mutual Fund | — | — | — | $2.1M | 12.3% | |
| BLKRK LP IDX 2035 K Mutual Fund | — | — | — | $2.0M | 11.9% | |
| BLKRK LP IDX 2045 K Mutual Fund | — | — | — | $1.3M | 7.4% | |
| JPM LG CAP GROWTH R6 Mutual Fund | — | — | — | $1.0M | 6.0% | |
| BLKRK LP IDX 2060 K Mutual Fund | — | — | — | $920K | 5.4% | |
| MFS INTL DIVRSN R6 Mutual Fund | — | — | — | $633K | 3.7% | |
| BLKRK LP IDX RTMT K Mutual Fund | — | — | — | $524K | 3.1% | |
| BLKRK LP IDX 2030 K Mutual Fund | — | — | — | $501K | 2.9% | |
| PUTN LG CAP VAL R6 Mutual Fund | — | — | — | $392K | 2.3% | |
| FID GOVT MMKT Money Market | — | — | — | $280K | 1.6% | |
| INVS DISCOVERY R6 Mutual Fund | — | — | — | $220K | 1.3% | |
| J H ENTERPRISE N Mutual Fund | — | — | — | $187K | 1.1% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $128K | 0.7% | |
| AF BOND FD AMER R6 Mutual Fund | — | — | — | $85K | 0.5% | |
| FID INTL INDEX Mutual Fund | — | — | — | $71K | 0.4% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $15K | <0.1% | |
| PIMCO INCOME INST Mutual Fund | — | — | — | $14K | <0.1% | |
| MFS MID CAP VALUE R6 Mutual Fund | — | — | — | $9K | <0.1% | |
| BLKRK LP IDX 2065 K Mutual Fund | — | — | — | $3K | <0.1% |