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Original filing (PDF)20251003130842NAL0000868979001
REVINATE LLC
Form 5500
FILING_RECEIVED
REVINATE LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
282
Accounts w/ balance
546
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVINATE LLC.
Plan sponsor
Name
REVINATE LLC
EIN
27-4399609
Address
543 NW YORK DRIVE · SUITE 120 · BEND, OR · 97703
Phone
(541) 617-2921
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | NONE | $38K | — |
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | NONE | $14K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
29 direct securities· $23.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $5.0M | 21.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.1M | 13.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.6M | 11.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.0M | 8.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.0M | 8.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.8M | 7.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $958K | 4.1% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $869K | 3.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $606K | 2.6% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $487K | 2.1% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $436K | 1.9% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $395K | 1.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $342K | 1.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $341K | 1.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $331K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $281K | 1.2% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $253K | 1.1% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $249K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $214K | 0.9% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $207K | 0.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $205K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $170K | 0.7% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $143K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $120K | 0.5% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $99K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $32K | 0.1% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $27K | 0.1% | |
| Principal SmallCap Value II R6 Principal 0 | — | — | — | $21K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $7K | <0.1% |
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