Brett Strauch signed Revenue Analytics Topco, Inc., DBA Revenue Analytics, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Revenue Analytics Topco, Inc., DBA Revenue Analytics, LLC's EIN is 31-1839338.
Download the official 2023 Form 5500 (PDF) for Revenue Analytics Topco, Inc., DBA Revenue Analytics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Revenue Analytics Topco, Inc., DBA Revenue Analytics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 4,569.065 # | Common Collective Trusts | — | — | $2.0M | 17.2% | |
| Vanguard Total Stock Mkt Idx Adm 10,820.001 # | Common Collective Trusts | — | — | $1.2M | 10.7% | |
| TIAA-CREF Lifecycle Index 2040 Inst 40,458.913 # | Mutual Funds | — | — | $1.1M | 9.1% | |
| TIAA-CREF Lifecycle Index 2045 Inst 27,571.686 # | Mutual Funds | — | — | $759K | 6.5% | |
| Vanguard Small Cap Index Adm 5,557.960 # | Mutual Funds | — | — | $568K | 4.9% | |
| Vanguard Federal Money Market Inv 467,595.000 # | Mutual Funds | — | — | $468K | 4.0% | |
| Vanguard Information Technology Idx Adm 1,813.356 # | Common Collective Trusts | — | — | $449K | 3.8% | |
| Vanguard Interm-Term Bond Index Adm 34,350.137 # | Mutual Funds | — | — | $356K | 3.0% | |
| Franklin DynaTech R6 2,468.554 # | Mutual Funds | — | — | $350K | 3.0% | |
| Vanguard International Growth Adm 3,345.545 # | Mutual Funds | — | — | $341K | 2.9% | |
| Fidelity Select Medical Tech and Devcs 5,259.556 # | Mutual Funds | — | — | $326K | 2.8% | |
| Vanguard Wellesley Income Adm 5,340.479 # | Mutual Funds | — | — | $323K | 2.8% | |
| American Funds New Perspective R6 5,697.120 # | Mutual Funds | — | — | $319K | 2.7% | |
| Columbia Dividend Income Instl 3 9,672.307 # | Other securities | — | — | $300K | 2.6% | |
| Fidelity Intermediate Treasury Bond Idx 29,388.065 # | U.S. Treasuries | — | — | $287K | 2.4% | |
| TIAA-CREF Lifecycle Index 2055 Inst 12,222.028 # | Mutual Funds | — | — | $276K | 2.4% | |
| MFS Intl Diversification R6 12,222.852 # | Mutual Funds | — | — | $272K | 2.3% | |
| Vanguard Mid Cap Index Fund - Adm 638.436 # | Common Collective Trusts | — | — | $184K | 1.6% | |
| TIAA-CREF Lifecycle Index 2060 Instl 10,310.743 # | Mutual Funds | — | — | $180K | 1.5% | |
| American Funds New World R6 2,092.184 # | Mutual Funds | — | — | $157K | 1.3% | |
| Janus Henderson Small Cap Value N 5,168.779 # | Mutual Funds | — | — | $122K | 1.0% | |
| Morgan Stanley Inst Growth I 2,840.735 # | Other securities | — | — | $109K | 0.9% | |
| Goldman Sachs Growth Strategy R6 5,692.785 # | Other securities | — | — | $102K | 0.9% | |
| TIAA-CREF Lifecycle Index 2035 Inst 4,059.710 # | Mutual Funds | — | — | $100K | 0.9% | |
| TIAA-CREF Lifecycle Index 2025 Inst 4,738.812 # | Mutual Funds | — | — | $98K | 0.8% | |
| Fidelity Multi-Asset Index Fund 1,707.795 # | Common Collective Trusts | — | — | $93K | 0.8% | |
| Vanguard Equity-Income Adm 1,062.184 # | Mutual Funds | — | — | $90K | 0.8% | |
| Vanguard Dividend Growth Inv 2,009.838 # | Mutual Funds | — | — | $75K | 0.6% | |
| Vanguard Short-Term Corp Bd Idx Admiral 3,311.791 # | Common Collective Trusts | — | — | $70K | 0.6% | |
| Vanguard Utilities Index Adm 978.924 # | Mutual Funds | — | — | $67K | 0.6% | |
| Janus Henderson Balanced N 1,421.452 # | Mutual Funds | — | — | $60K | 0.5% | |
| Lord Abbett Developing Growth R6 2,235.382 # | Mutual Funds | — | — | $55K | 0.5% | |
| PGIM High-Yield R6 10,906.700 # | Other securities | — | — | $52K | 0.4% | |
| Fidelity Pacific Basin 1,735.026 # | Mutual Funds | — | — | $51K | 0.4% | |
| TIAA-CREF Real Estate Sec Instl 2,899.241 # | Mutual Funds | — | — | $51K | 0.4% | |
| PGIM Global Total Return R6 8,226.654 # | Other securities | — | — | $43K | 0.4% | |
| TIAA-CREF Lifecycle Index 2050 Instl 1,518.262 # | Mutual Funds | — | — | $42K | 0.4% | |
| Morgan Stanley Inst Discovery I 2,729.556 # | Other securities | — | — | $41K | 0.4% | |
| State Street Hedged Intl Dev Eq 376.256 # | Other securities | — | — | $41K | 0.4% | |
| Vanguard Emerging Markets Bond Admiral 1,261.862 # | Mutual Funds | — | — | $29K | 0.2% | |
| Lord Abbett Bond Debenture R6 1,799.406 # | U.S. Treasuries | — | — | $13K | 0.1% | |
| TIAA-CREF Lifecycle Index Ret Inc Inst 620.804 # | Mutual Funds | — | — | $10K | <0.1% | |
| Virtus NFJ Mid-Cap Value R6 321.567 # | Other securities | — | — | $9K | <0.1% | |
| TIAA-CREF Lifecycle Index 2030 Inst 206.310 # | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA-CREF Lifecycle Index 2020 Inst 72.490 # | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| -$5K |
| — |
