Melody Goldman signed REV Agency, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
REV Agency, LLC's EIN is 20-8018557.
Download the official 2024 Form 5500 (PDF) for REV Agency, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)REV Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.1M | 26.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $749K | 9.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $724K | 9.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $683K | 8.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $664K | 8.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $489K | 6.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $430K | 5.4% | |
| VANGUARD FTSE SOCIAL INDEX ADM 866 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $372K | 4.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $219K | 2.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $189K | 2.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $157K | 2.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $125K | 1.6% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $124K | 1.6% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $89K | 1.1% | |
| COLUMBIA SMALL CAP GROWTH I3 | Registered Investment Companies | — | — | $85K | 1.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $85K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $70K | 0.9% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $68K | 0.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $67K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $63K | 0.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $59K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $47K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $28K | 0.4% | |
| CARILLON EAGLE MID CAP GRTH R6 246 REGISTERED INVESTMENT COMPANY FID US BOND IND | Registered Investment Companies | — | — | $26K | 0.3% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $26K | 0.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $17K | 0.2% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $13K | 0.2% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $7K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
