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Original filing (PDF)20251030140718NAL0004652322001
REVCO SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
REVCO SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
516
Accounts w/ balance
390
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVCO SOLUTIONS, INC..
Plan sponsor
Name
REVCO SOLUTIONS, INC.
EIN
31-1519935
Address
2700 MERIDIAN PARKWAY SUITE 200 · DURHAM, NC · 27713
Phone
(919) 281-8336
Industry
Admin Support & Waste Mgmtsee 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
2025-10-30
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MPCOMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADV | $17K | — |
Investments
32 direct securities · 1 pooled fund· $14.4M(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.
Uncategorized
$14.4M
32 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party par, or maturity value American Funds American Funds 2040 Target Date | — | — | — | $2.7M | 18.7% | |
| American Funds American Funds 2030 Target Date | — | — | — | $2.3M | 16.3% | |
| American Funds American Funds 2035 Target Date | — | — | — | $1.1M | 7.6% | |
| American Funds American Funds 2045 Target Date | — | — | — | $888K | 6.2% | |
| Vanguard 500 Index | — | — | — | $867K | 6.0% | |
| Pioneer Fundamental Growth | — | — | — | $730K | 5.1% | |
| American Funds American Funds 2055 Target Date | — | — | — | $725K | 5.0% | |
| MFS Value | — | — | — | $654K | 4.5% | |
| American Funds American Funds 2020 Target Date | — | — | — | $572K | 4.0% | |
| American Funds American Funds 2050 Target Date | — | — | — | $535K | 3.7% | |
| American Funds American Funds 2060 Target Date | — | — | — | $370K | 2.6% | |
| Participant loans 2025-2029 | — | — | — | $335K | 2.3% | |
| Vanguard Federal Money Market | — | — | — | $320K | 2.2% | |
| Vanguard Mid Cap Index | — | — | — | $296K | 2.1% | |
| PIMCO Income Fund | — | — | — | $258K | 1.8% | |
| Vanguard Small Cap Index | — | — | — | $206K | 1.4% | |
| American Funds American Funds EuroPacific Growth | — | — | — | $194K | 1.3% | |
| MFS Mid Cap Growth | — | — | — | $169K | 1.2% | |
| American Century American Century Mid Cap Value | — | — | — | $163K | 1.1% | |
| American Funds American Funds 2025 Target Date | — | — | — | $142K | 1.0% | |
| Lommis Loomis Sayles Small Cap GR N | — | — | — | $128K | 0.9% | |
| Vanguard Total Bond Market Index | — | — | — | $124K | 0.9% | |
| Vanguard Dev Mkt Index | — | — | — | $111K | 0.8% | |
| American Funds American Funds New World R6 | — | — | — | $109K | 0.8% | |
| Vanguard Small Cap Value Index | — | — | — | $77K | 0.5% | |
| T. Rowe Price T. Rowe Price Overseas Stock | — | — | — | $62K | 0.4% | |
| Blackrock Total Return | — | — | — | $53K | 0.4% | |
| J.P. Morgan J.P. Morgan US Government Money Market | — | — | — | $44K | 0.3% | |
| American Funds AMF Inflation Linked Bond | — | — | — | $41K | 0.3% | |
| American Funds American Funds 2010 Target Date | — | — | — | $37K | 0.3% | |
| American Century American Century Real Estate Fund | — | — | — | $33K | 0.2% | |
| American Funds American Funds 2015 Target Date | — | — | — | $8K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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