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Original filing (PDF)20260206094528NAL0012609762001
REV GROUP, INC.
Form 5500
FILING_RECEIVED
REV GROUP, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.7 mo
Active participants
5,529
Accounts w/ balance
5,128
Plan assets (EOY)
$349.6M
Net assets (EOY)
$349.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
89
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REV GROUP, INC..
Plan sponsor
Name
REV GROUP, INC.
EIN
26-3013415
Address
245 S. EXECUTIVE DRIVE · SUITE 100 · BROOKFIELD, WI · 53005
Phone
(414) 290-0100
Industry
Manufacturingsee 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
2026-02-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA 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 | $260K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $80K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $71K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | PLAN SPONSOR | $33K | — |
Investments
50 direct securities · 16 pooled funds· $532.5M(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.
Common Collective Trust
$260.9M
15 holdings
Uncategorized
$255.5M
50 holdings
Pooled Separate Account
$16.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $60.3M | 17.2% | |
| [DFE: STATE STREET TARGET RETIREMENT 2035 NON-LENDING SERIES FUND CLASS M (extraction pending)] | — | — | — | $50.3M | 14.4% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $50.3M | 14.4% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $33.1M | 9.5% | |
| [DFE: STATE STREET TARGET RETIREMENT 2040 NON-LENDING SERIES FUND CLASS M (extraction pending)] | — | — | — | $31.0M | 8.9% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $31.0M | 8.9% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $22.8M | 6.5% | |
| [DFE: STATE STREET TARGET RETIREMENT 2050 NON-LENDING SERIES FUND CLASS M (extraction pending)] | — | — | — | $17.1M | 4.9% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $17.1M | 4.9% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $16.5M | 4.7% | |
| MASS MUTUAL STABLE VALUE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 448 | Pooled Separate Account | — | — | $16.0M | 4.6% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $14.1M | 4.0% | |
| [DFE: STATE STREET TARGET RETIREMENT 2055 NON-LENDING SERIES FUND CLASS M (extraction pending)] | — | — | — | $13.7M | 3.9% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $13.7M | 3.9% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $12.0M | 3.4% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $11.7M | 3.3% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $8.0M | 2.3% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $8.0M | 2.3% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $6.8M | 2.0% | |
| [DFE: STATE STREET TARGET RETIREMENT 2060 NON-LENDING SERIES FUND CLASS M (extraction pending)] | — | — | — | $6.8M | 1.9% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $6.8M | 1.9% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $6.5M | 1.9% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $6.0M | 1.7% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $5.7M | 1.6% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $5.5M | 1.6% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $5.0M | 1.4% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $3.9M | 1.1% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $3.7M | 1.1% | |
| U.S. LONG GOVT BOND INDX NL SF CL A | — | — | — | $3.0M | 0.9% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $2.9M | 0.8% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $2.4M | 0.7% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $2.3M | 0.7% | |
| U.S. LONG GOVT BOND INDX NL SF CL A | — | — | — | $2.3M | 0.7% | |
| US SHORT TERM GOVT/CREDIT BOND INDX | — | — | — | $2.3M | 0.7% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $2.2M | 0.6% | |
| [DFE: JOHN HANCOCK TRUST COMPANY DISCIPLINED VALUE MID CAP TRUST (extraction pending)] | — | — | — | $2.2M | 0.6% | |
| JH DSCPL VAL MDCP B5 JOHN HANCOCK TRUST COMPANY LLC · EIN 85-6153745 / PN 038 | Common Collective Trust | — | — | $2.2M | 0.6% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $2.2M | 0.6% | |
| [DFE: FRANKLIN SMALL CAP VALUE GG TRUST CIT (extraction pending)] | — | — | — | $2.0M | 0.6% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| PIF MID CAP EQ IV PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| GLOBAL REAL EST SEC INDX NL SER FND | — | — | — | $1.7M | 0.5% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $1.6M | 0.5% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $1.6M | 0.5% | |
| GLOBAL REAL EST SEC INDX NL SER FND | — | — | — | $1.5M | 0.4% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $1.4M | 0.4% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $1.2M | 0.3% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $1.2M | 0.3% | |
| U.S. BOND INDX NL SF CL A CMCZ1 | — | — | — | $1.1M | 0.3% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $985K | 0.3% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $841K | 0.2% | |
| STATE STREET GLOBAL ADVISORS TRUST COMPANY GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $833K | 0.2% | |
| STATE STREET GLOBAL ADVISORS TRUST COMPANY S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $779K | 0.2% | |
| S&P 500 R INDX NL SF CL A CMM3 | — | — | — | $755K | 0.2% | |
| GLOBAL REAL EST SEC INDX NL SER FND | — | — | — | $601K | 0.2% | |
| GLOBAL ALL CAP EQUITY EX-US INDX NL | — | — | — | $552K | 0.2% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $423K | 0.1% | |
| US HIGH YIELD BOND INDX NL SF CL A | — | — | — | $383K | 0.1% | |
| STATE STREET GLOBAL ADVISORS TRUST COMPANY RUSSELL SMALL/MID CAP R INDX NL S | — | — | — | $347K | <0.1% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $309K | <0.1% | |
| GLOBAL REAL EST SEC INDX NL SER FND | — | — | — | $273K | <0.1% | |
| STATE STREET GLOBAL ADVISORS TRUST COMPANY U.S. LONG GOVT BOND INDX NL SF CL A | — | — | — | $218K | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $192K | <0.1% | |
| RUSSELL SMALL/MID CAP R INDX NL SF | — | — | — | $142K | <0.1% | |
| U.S. LONG GOVT BOND INDX NL SF CL A | — | — | — | $0 | <0.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |