Jason Hansen signed Revgen Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Revgen Partners, Inc.'s EIN is 26-1735891.
Download the official 2024 Form 5500 (PDF) for Revgen Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Revgen Partners, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2040 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.7M | 16.2% | |
| T. ROWE PRICE RTM 2030 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.6M | 16.0% | |
| T. ROWE PRICE RTM 2035 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.2M | 12.2% | |
| Vanguard 500 Admiral Index Fund | Mutual Funds | — | — | $1.2M | 12.1% | |
| T. ROWE PRICE RTM 2045 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.8% | |
| T. ROWE PRICE RTM 2050 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $708K | 6.9% | |
| Massachusetts Financial Services Company Value Fund Class R6 | Common Stocks | — | — | $415K | 4.0% | |
| AllianceBernstein AB US Large Cap Growth CIT (W Series) Class L Fund | Common Collective Trusts | — | — | $387K | 3.8% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $387K | 3.8% | |
| T. ROWE PRICE RTM 2060 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $355K | 3.5% | |
| T. ROWE PRICE RTM 2055 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $326K | 3.2% | |
| Vanguard Small Cap Admiral Index Fund | Common Collective Trusts | — | — | $279K | 2.7% | |
| Vanguard Mid Cap Admiral Index Fund | Common Collective Trusts | — | — | $198K | 1.9% | |
| MFS Investment Management International Diversification Fund R6 | Mutual Funds | — | — | $104K | 1.0% | |
| Vanguard Total International Stock Index Admiral Fund | Mutual Funds | — | — | $104K | 1.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $99K | 1.0% | |
| Carillon Tower Advisors Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $91K | 0.9% | |
| PGIM Investments, LLC Total Return Bond Fund - Class R6 | Other securities | — | — | $82K | 0.8% | |
| Vanguard Total Bond Market Admiral Index Fund | Common Collective Trusts | — | — | $81K | 0.8% | |
| T. ROWE PRICE RTM 2025 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $73K | 0.7% | |
| American Century Investment Management Small Cap Value Fund R6 | Other securities | — | — | $69K | 0.7% | |
| Janus Henderson Venture Fund Class N | Mutual Funds | — | — | $20K | 0.2% | |
| Allspring Global Investments Special Mid Cap Value R6 | Other securities | — | — | $11K | 0.1% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $8K | <0.1% | |
| T. ROWE PRICE RTM 2065 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
