How big is Revolution Marketing, LLC's plan?

Revolution Marketing, LLC's plan reported $10.6M in assets and 140 participants for 2024.

Original filing (PDF)20250903173819NAL0026276464001

Revolution Marketing, LLC

Name: Revolution Marketing, LLC — Revolution Marketing, Form 5500 (2024)
Creator: Revolution Marketing, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Revolution Marketing, LLC 401(k) Plan

401(k) retirement plan · Revolution Marketing, LLC's Revolution Marketing, LLC 401(k) Plan held $10.6M in plan assets for 140 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

140

Accounts w/ balance

170

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

People on this filing

Louie Gonzalez signed Revolution Marketing, LLC's 2024 Form 5500 as plan administrator.

Louie Gonzalez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Revolution Marketing, LLC's EIN is 36-4470741.

EIN 36-4470741

Plan number 001

Plan year 2024

ACK ID 20250903173819NAL0026276464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Revolution Marketing, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Revolution Marketing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REVOLUTION MARKETING, LLC.

Finding similar companies…

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 373K (21% of contributions).
Total administrative cost in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

REVOLUTION MARKETING, LLC

EIN

all filings

Address

210 N CARPENTER ST 9TH FL · CHICAGO, IL · 60607

Phone

(312) 529-5850

Industry

All Other Professional Services· Professional & Technical Services

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

2025-09-03

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$19K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$12K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
REVOLUTION MARKETING LLC

Investments

28 direct securities· $10.6M(100% of reported assets)

Other securities

$6.7M

18 holdings

Common Collective Trusts

$3.2M

4 holdings

Mutual Funds

$359K

4 holdings

Common Stocks

$300K

1 holding

Participant loans

$28K

1 holding

					% of plan
JPMorgan SmartRetirement® 2040 Fund Class R6	Other securities	—	—	$1.4M	13.5%
iShares S&P 500 Index Fund Class K	Common Collective Trusts	—	—	$1.4M	13.2%
JPMorgan SmartRetirement® 2045 Fund Class R6	Other securities	—	—	$1.3M	12.4%
Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$1.1M	10.5%
JP Morgan Core Plus Bond Fund Class R6	Other securities	—	—	$1.0M	9.7%
JPMorgan SmartRetirement® 2050 Fund Class R6	Other securities	—	—	$595K	5.6%
JPMorgan SmartRetirement® 2055 Fund Class R6	Other securities	—	—	$508K	4.8%
iShares Russell Mid-Cap Index Fund Class K	Common Collective Trusts	—	—	$423K	4.0%
Virtus SGA International Growth Fund Class R6	Other securities	—	—	$350K	3.3%
JP Morgan Equity Income Fund Class R6	Other securities	—	—	$306K	2.9%
Empower Annuity Insurance Company of America	Common Stocks	—	—	$300K	2.8%
MFS Research Fund Class R6	Mutual Funds	—	—	$249K	2.3%
iShares Russell 2000 Small-Cap Index K	Common Collective Trusts	—	—	$243K	2.3%
Empower U.S. Government Securities Fund Investor Class	Other securities	—	—	$221K	2.1%
AB Large Cap Growth Fund Class Z	Other securities	—	—	$217K	2.1%
JPMorgan SmartRetirement® 2060 Fund Class R6	Other securities	—	—	$201K	1.9%
Allspring Special Small Cap Value Fund - Class R6	Other securities	—	—	$153K	1.4%
JPMorgan SmartRetirement® 2030 Fund Class R6	Other securities	—	—	$114K	1.1%
Allspring Special Mid Cap Value Fund - Class A	Other securities	—	—	$85K	0.8%
Alger Mid Cap Growth Fund Class Z	Other securities	—	—	$70K	0.7%
American Century Emerging Markets Fund R6 Class	Other securities	—	—	$65K	0.6%
Franklin Small Cap Growth Fund Class R6	Mutual Funds	—	—	$52K	0.5%
JPMorgan SmartRetirement® 2035 Fund Class R6	Other securities	—	—	$46K	0.4%
Invesco Main Street Mid Cap Fund Class R6	Mutual Funds	—	—	$42K	0.4%
Participant loans	Participant loans	—	—	$28K	0.3%
PGIM US Real Estate Fund- Class R6	Other securities	—	—	$26K	0.2%
MFS Blended Research Small Cap Equity Fund R6	Mutual Funds	—	—	$16K	0.2%
JPMorgan SmartRetirement® 2020 Fund Class R6	Other securities	—	—	$5K	<0.1%