How big is Medirevv, Inc.'s plan?

Medirevv, Inc.'s plan reported $19.0M in assets and 1,350 participants for 2022.

Original filing (PDF)20231012174453NAL0020956595001

Medirevv, Inc.

Name: Medirevv, Inc. — Medirevv, Inc. 401(k) Plan, Form 5500 (2022)
Creator: Medirevv, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Medirevv, Inc. 401(k) Plan

401(k) retirement plan · Medirevv, Inc.'s Medirevv, Inc. 401(k) Plan held $19.0M in plan assets for 1,350 participants in 2022, with Transamerica as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,350

Accounts w/ balance

1,504

Plan assets (EOY)

$19.0M

Net assets (EOY)

$19.0M

People on this filing

Colleen Johnston signed Medirevv, Inc.'s 2022 Form 5500 as plan administrator.

Colleen Johnston — 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

Medirevv, Inc.'s EIN is 20-8783763.

EIN 20-8783763

Plan number 001

Plan year 2022

ACK ID 20231012174453NAL0020956595001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Medirevv, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 90K (1% of contributions).
Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

MEDIREVV, INC.

EIN

all filings

Address

2651 CROSSPARK ROAD, LEVEL 2 · CORALVILLE, IA · 52241

Phone

(888) 665-6310

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$125K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH	52-1473914	—	BROKER	$0	—

Investments

40 direct securities· $19.0M(100% of reported assets)

Other securities

$17.1M

17 holdings

Mutual Funds

$1.0M

15 holdings

Common Collective Trusts

$504K

2 holdings

Common Stocks

$293K

4 holdings

Agency / Mortgage-Backed

$27K

1 holding

Bonds / Notes

$23K

1 holding

					% of plan
T. Rowe Price T. Rowe Price Retrmnt I 2045 I	Other securities	—	—	$3.0M	15.7%
T. Rowe Price T. Rowe Price Retrmnt I 2040 I	Other securities	—	—	$2.8M	14.5%
T. Rowe Price T. Rowe Price Retrmnt I 2035 I	Other securities	—	—	$2.4M	12.5%
T. Rowe Price T. Rowe Price Retrmnt I 2050 I	Other securities	—	—	$2.1M	11.2%
T. Rowe Price T. Rowe Price Retrmnt I 2030 I	Other securities	—	—	$1.9M	10.2%
T. Rowe Price T. Rowe Price Retrmnt I 2055 I	Other securities	—	—	$1.8M	9.5%
T. Rowe Price T. Rowe Price Retrmnt I 2025 I	Other securities	—	—	$1.3M	7.1%
T. Rowe Price T. Rowe Price Retrmnt I 2060 I	Other securities	—	—	$747K	3.9%
T. Rowe Price T. Rowe Price Retrmnt I 2020 I	Other securities	—	—	$673K	3.5%
Fidelity 500 Index	Common Collective Trusts	—	—	$428K	2.3%
Fidelity Mid Cap Index	Mutual Funds	—	—	$155K	0.8%
Fidelity Adv New Insights I	Mutual Funds	—	—	$146K	0.8%
Fidelity Small Cap Index	Mutual Funds	—	—	$131K	0.7%
Transamerica Life Ins Co Transamerica Stbl Val Core Op	Common Stocks	—	—	$112K	0.6%
Dimensional DFA US Large Cap Value I	Mutual Funds	—	—	$104K	0.5%
T. Rowe Price T. Rowe Price Retrmnt I 2015 I	Other securities	—	—	$92K	0.5%
Fidelity International Index	Mutual Funds	—	—	$84K	0.4%
Transamerica Capital, Inc. Transamerica Capital Growth R6	Common Stocks	—	—	$81K	0.4%
Transamerica Capital, Inc. Transamerica Large Cap Value R6	Common Stocks	—	—	$78K	0.4%
Vanguard Long-Trm Treasury Idx Admiral	Common Collective Trusts	—	—	$76K	0.4%
Principal MidCap Growth Inst	Other securities	—	—	$74K	0.4%
T. Rowe Price T. Rowe Price Retrmnt I 2065 I	Other securities	—	—	$64K	0.3%
Dimensional DFA International Small Cap Value I	Mutual Funds	—	—	$63K	0.3%
Dimensional DFA Emerging Markets I	Mutual Funds	—	—	$63K	0.3%
Dimensional DFA International Value I	Mutual Funds	—	—	$62K	0.3%
AB Discovery Value Adv	Other securities	—	—	$60K	0.3%
Oppenheimer Invesco Oppenheimer Intl Gr Y	Mutual Funds	—	—	$52K	0.3%
Principal Real Estate Sec Inst	Other securities	—	—	$52K	0.3%
PIMCO Real Return Instl	Mutual Funds	—	—	$38K	0.2%
Dodge & Cox Dodge & Cox Inc I	Mutual Funds	—	—	$37K	0.2%
PIMCO Invest Grd Corp Bd Instl	Mutual Funds	—	—	$31K	0.2%
PIMCO GNMA Instl	Agency / Mortgage-Backed	—	—	$27K	0.1%
Eaton Vance Eaton Vance Floating Rate I	Bonds / Notes	—	—	$23K	0.1%
Blackrock Strategic Inc Opps Instl	Common Stocks	—	—	$23K	0.1%
Pimco Low Duration Inc I2	Mutual Funds	—	—	$19K	0.1%
PIMCO Intl Bond (Unhedged)Instl	Mutual Funds	—	—	$17K	<0.1%
Federated Hermes Inst High Yield Bd IS	Other securities	—	—	$10K	<0.1%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$8K	<0.1%
AB Global Bond I	Other securities	—	—	$8K	<0.1%
T. Rowe Price T. Rowe Price Retrmnt I 2010 I	Other securities	—	—	$7K	<0.1%