Matt Morgan signed Revcor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Revcor, Inc.'s EIN is 36-2335754.
Download the official 2024 Form 5500 (PDF) for Revcor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Revcor, Inc.'s plan includes a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.9M | 7.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 7.5% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.8M | 7.3% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.8M | 7.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1.6M | 6.5% | |
| Fidelity Contrafund | Mutual Funds | — | — | $1.6M | 6.3% | |
| Fidelity Mid-Cap Stock Fund | Mutual Funds | — | — | $1.4M | 5.6% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.4M | 5.5% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $1.3M | 5.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.3M | 5.0% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $981K | 3.9% | |
| Columbia Threadneedle Columbia Dividend Income Fund | Other securities | — | — | $882K | 3.5% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $714K | 2.8% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $706K | 2.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $619K | 2.5% | |
| Oakmark Equity and Income Fund | Other securities | — | — | $592K | 2.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $518K | 2.1% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $510K | 2.0% | |
| Participants Notes receivable ranging from participants (interest rates | Other securities | — | — | $483K | 1.9% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $458K | 1.8% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $366K | 1.5% | |
| American Beacon American Beacon Large Cap Value Fund | Other securities | — | — | $353K | 1.4% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $329K | 1.3% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $323K | 1.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $229K | 0.9% | |
| Fidelity Freedom 2070 Fund ** 736 * Fidelity Freedom Income Fund | Mutual Funds | — | — | $191K | 0.8% | |
| Eaton Vance Eaton Vance Income Fund of Boston | Other securities | — | — | $171K | 0.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $162K | 0.6% | |
| Various Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $149K | 0.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $129K | 0.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $77K | 0.3% | |
| AllianceBernstein AB Discovery Value Fund | Other securities | — | — | $51K | 0.2% | |
| American Beacon American Beacon Small Cap Value Fund | Other securities | — | — | $24K | <0.1% | |
| Principal Short-Term Income Fund | Other securities | — | — | $21K | <0.1% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $19K | <0.1% | |
| American Century American Century Government Bond Fund | U.S. Treasuries | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT\AUDITOR | $29K | — |
