Phillip Boeke signed Reviva, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reviva, Inc.'s EIN is 41-0840959.
Download the official 2024 Form 5500 (PDF) for Reviva, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reviva, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELECT 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $4.5M | 21.7% | |
| T ROWE PRICE RET BLEND SELECT 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $2.9M | 13.8% | |
| T ROWE PRICE RET BLEND SELECT 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $2.4M | 11.5% | |
| T ROWE PRICE RET BLEND SELECT 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.7M | 8.3% | |
| T ROWE PRICE RET BLEND SELECT 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| T ROWE PRICE RET BLEND SELECT 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $1.0M | 4.9% | |
| T ROWE PRICE RET BLEND SELECT 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $903K | 4.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $869K | 4.2% | |
| T ROWE PRICE RET BLEND SELECT 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $749K | 3.6% | |
| T ROWE PRICE RET BLEND SELECT 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $684K | 3.3% | |
| JPMorgan Large Cap Growth Mutual Fund | Other securities | — | — | $452K | 2.2% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $441K | 2.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $358K | 1.7% | |
| T ROWE PRICE RET BLEND SELECT 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $297K | 1.4% | |
| Fidelity Advisor Technology Z Mutual Fund | Mutual Funds | — | — | $279K | 1.3% | |
| Putnam Large Cap Value R Fund Mutual Fund | Mutual Funds | — | — | $262K | 1.3% | |
| T Rowe Price Ret Blend Selct Trst 2005 Collective Trust Fund 204 * Participant Loans Interest at 4.50% - 9.50% | Common Collective Trusts | — | — | $255K | 1.2% | |
| American Balanced R6 Mutual Fund | Other securities | — | — | $221K | 1.1% | |
| Victory Sycamore Established Value A Fund Mutual Fund | Other securities | — | — | $194K | 0.9% | |
| American Funds Europacific Growth Fund Mutual Fund | Mutual Funds | — | — | $181K | 0.9% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | Other securities | — | — | $169K | 0.8% | |
| American Century Small Cap Value R6 Mutual Fund | Other securities | — | — | $140K | 0.7% | |
| MFS Value R3 Mutual Fund | Mutual Funds | — | — | $65K | 0.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $39K | 0.2% | |
| JPMorgan EMG Market Equity R5 Mutual Fund | Other securities | — | — | $37K | 0.2% | |
| T. Rowe Blue Chip Growth Advisor Fund Mutual Fund | Other securities | — | — | $17K | <0.1% | |
| AllianceBern Small Cap Growth Fund A Mutual Fund | Other securities | — | — | $16K | <0.1% | |
| T ROWE PRICE RET BLEND SELECT 2005 GREAT GRAY · EIN 38-7264569 / PN 000 | Common Collective Trust | — | — | $204 | <0.1% | |
| T ROWE PRICE RET BLEND SELECT 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $37K |
| — |
