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Original filing (PDF)20251015081550NAL0005499920001
REVITALIZE CAPITAL, LLC
Form 5500
FILING_RECEIVED
REVITALIZE CAPITAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
212
Accounts w/ balance
145
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVITALIZE CAPITAL, LLC.
Plan sponsor
Name
REVITALIZE CAPITAL, LLC
EIN
46-1503384
Address
4440 CREEK ROAD · CINCINNATI, OH · 45242
Phone
(513) 933-8206
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
2025-10-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUDLER, PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURNACE CORP. | 47-0098400 | — | RECORDKEEPER | $15K | — |
Investments
33 direct securities · 1 pooled fund· $20.9M(100% of reported assets)
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.
Uncategorized
$10.6M
33 holdings
Pooled Separate Account
$10.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. AMERITAS LIFE INSURANCE CORP. SEPARATE ACCOUNT D · EIN 47-0098400 / PN 001 | Pooled Separate Account | — | — | $10.3M | 96.7% | |
| Vanguard Target Retirement 2035, Investor Shares | — | — | — | $2.4M | 22.7% | |
| Vanguard Target Retirement 2040, Investor Shares | — | — | — | $1.0M | 9.8% | |
| Vanguard Target Retirement 2030, Investor Shares | — | — | — | $1.0M | 9.6% | |
| American Funds Fundamental Investors, Class R-6 | — | — | — | $949K | 8.9% | |
| Vanguard Total International Stock Index, Admiral Shares | — | — | — | $560K | 5.3% | |
| Vanguard Balanced Index Fund, Admiral Shares | — | — | — | $518K | 4.9% | |
| Vanguard 500 Index, Admiral Shares | — | — | — | $475K | 4.5% | |
| Vanguard Target Retirement 2050, Investor Shares | — | — | — | $449K | 4.2% | |
| American Century Mid Cap Value Fund, R6 Class | — | — | — | $392K | 3.7% | |
| Vanguard Total Bond Market Index, Admiral Fund | — | — | — | $342K | 3.2% | |
| DFA US Large Cap Value Portfolio, Institutional Class | — | — | — | $314K | 2.9% | |
| Guaranteed Investment Account | — | — | — | $313K | 2.9% | |
| Vanguard Small Cap Index, Admiral Shares | — | — | — | $306K | 2.9% | |
| Vanguard Target Retirement 2025, Investor Shares | — | — | — | $246K | 2.3% | |
| Vanguard Mid-Cap Index Fund, Admiral Shares | — | — | — | $241K | 2.3% | |
| Vanguard Target Retirement 2045, Investor Shares | — | — | — | $235K | 2.2% | |
| Vanguard Emerging Markets Stock Index Fund, Admiral Shares | — | — | — | $224K | 2.1% | |
| Vanguard Target Retirement 2055, Investor Shares | — | — | — | $171K | 1.6% | |
| Vanguard Real Estate Index Fund, Admiral Shares | — | — | — | $93K | 0.9% | |
| American Funds Europacific Growth Fund, Class R-6 | — | — | — | $85K | 0.8% | |
| Pimco Income Fund, Institutional Class | — | — | — | $46K | 0.4% | |
| Vanguard Inflation-protected securities Admiral Shares | — | — | — | $45K | 0.4% | |
| Participant Loans | — | — | — | $43K | 0.4% | |
| Vanguard Target Retirement 2020, Investor Shares | — | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2060, Investor Shares | — | — | — | $25K | 0.2% | |
| Dodge & Cox International Stock Fund, Class I | — | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2065, Investor Shares | — | — | — | $14K | 0.1% | |
| Fidelity VIP Government Money Market Portfolio | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement Income, Investors Shares | — | — | — | $9K | <0.1% | |
| MFS Mid Cap Value Fund, Class R3 | — | — | — | $5K | <0.1% | |
| Calvert Short Duration Income Class I | — | — | — | $3K | <0.1% | |
| DFA Real Estate Securities Portfolio, Institutional Class | — | — | — | $2K | <0.1% | |
| Vanguard International Value, Investor Shares | — | — | — | $157 | <0.1% |
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