Back to filter
Original filing (PDF)20251015121740NAL0002274947001
REVOLUT TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
REVOLUT 401(K) PLAN
401(k) retirement plan
Active participants
88
Accounts w/ balance
184
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
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 (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVOLUT TECHNOLOGIES INC.
Plan sponsor
Name
REVOLUT TECHNOLOGIES INC
EIN
37-1863742
Address
107 GREENWICH STREET · 20TH FLOOR · NEW YORK, NY · 10006
Phone
(890) 691-7740
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $0 | — |
Investments
28 direct securities· $8.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.7M | 19.6% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.1M | 13.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.1M | 12.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.0M | 11.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $878K | 10.4% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $528K | 6.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $365K | 4.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $352K | 4.1% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $186K | 2.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $154K | 1.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $144K | 1.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $142K | 1.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $135K | 1.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $91K | 1.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $79K | 0.9% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $73K | 0.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $73K | 0.9% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $70K | 0.8% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $64K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $59K | 0.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $42K | 0.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $41K | 0.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $39K | 0.5% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $29K | 0.3% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $23K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $4K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Custom Computer Programming plans
ADVANTAGE TECHNOLOGIES INC
ADVANTAGE TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST
$8.5M · 20 participants
ESCHER GROUP, LTD.
ESCHER GROUP, LTD. RETIREMENT PLAN
$8.5M · 54 participants
MSR TECHNOLOGY GROUP, LLC
MSR TECHNOLOGY GROUP, LLC 401(K) PLAN
$8.5M · 618 participants
ACCESS SOFTEK, INC.
ACCESS SOFTEK, INC 401(K) PLAN
$8.4M · 54 participants
ACTUARIAL SYSTEMS CORPORATION
ACTUARIAL SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN
$8.4M · 27 participants
JAZZ SOLUTIONS INC.
JAZZ SOLUTIONS INC. 401(K) PLAN
$8.4M · 126 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B