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Original filing (PDF)20250911103732NAL0000184051001
REVCOR, INC.
Form 5500
FILING_RECEIVED
REVCOR, INC. PROFIT SHARING 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
273
Accounts w/ balance
336
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVCOR, INC..
Plan sponsor
Name
REVCOR, INC.
EIN
36-2335754
Address
251 EDWARDS AVENUE · CARPENTERSVILLE, IL · 601101941
Phone
(847) 428-4411
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
2025-09-11
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
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)
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT\AUDITOR | $29K | — |
Investments
36 direct securities· $25.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | — | — | — | $1.9M | 7.6% | |
| Fidelity 500 Index Fund | — | — | — | $1.9M | 7.5% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.8M | 7.3% | |
| Fidelity Freedom 2030 Fund | — | — | — | $1.8M | 7.3% | |
| Fidelity Government Money Market Fund | — | — | — | $1.6M | 6.5% | |
| Fidelity Contrafund | — | — | — | $1.6M | 6.3% | |
| Fidelity Mid-Cap Stock Fund | — | — | — | $1.4M | 5.6% | |
| Fidelity Freedom 2035 Fund | — | — | — | $1.4M | 5.5% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $1.3M | 5.3% | |
| Fidelity Freedom 2045 Fund | — | — | — | $1.3M | 5.0% | |
| PIMCO Total Return Fund | — | — | — | $981K | 3.9% | |
| Columbia Threadneedle Columbia Dividend Income Fund | — | — | — | $882K | 3.5% | |
| Fidelity Freedom 2055 Fund | — | — | — | $714K | 2.8% | |
| Fidelity Freedom 2050 Fund | — | — | — | $706K | 2.8% | |
| Fidelity International Index Fund | — | — | — | $619K | 2.5% | |
| Oakmark Equity and Income Fund | — | — | — | $592K | 2.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $518K | 2.1% | |
| Fidelity Freedom 2020 Fund | — | — | — | $510K | 2.0% | |
| Participants Notes receivable ranging from participants (interest rates | — | — | — | $483K | 1.9% | |
| Fidelity Diversified International Fund | — | — | — | $458K | 1.8% | |
| ClearBridge Small Cap Growth Fund | — | — | — | $366K | 1.5% | |
| American Beacon American Beacon Large Cap Value Fund | — | — | — | $353K | 1.4% | |
| Fidelity Freedom 2010 Fund | — | — | — | $329K | 1.3% | |
| Fidelity Freedom 2060 Fund | — | — | — | $323K | 1.3% | |
| Fidelity Freedom 2065 Fund | — | — | — | $229K | 0.9% | |
| Fidelity Freedom 2070 Fund ** 736 * Fidelity Freedom Income Fund | — | — | — | $191K | 0.8% | |
| Eaton Vance Eaton Vance Income Fund of Boston | — | — | — | $171K | 0.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $162K | 0.6% | |
| Various Self-directed brokerage accounts | — | — | — | $149K | 0.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $129K | 0.5% | |
| Fidelity Freedom 2015 Fund | — | — | — | $77K | 0.3% | |
| AllianceBernstein AB Discovery Value Fund | — | — | — | $51K | 0.2% | |
| American Beacon American Beacon Small Cap Value Fund | — | — | — | $24K | <0.1% | |
| Principal Short-Term Income Fund | — | — | — | $21K | <0.1% | |
| Fidelity Real Estate Investment Portfolio | — | — | — | $19K | <0.1% | |
| American Century American Century Government Bond Fund | — | — | — | $8K | <0.1% |
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