· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
REVERE SECURITIES CORP. — REVERE SECURITIES CORPORATION 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009080716NAL0006653457001
REVERE SECURITIES CORP.
Form 5500-SF
FILING_RECEIVED
REVERE SECURITIES CORPORATION 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
11
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
REVERE SECURITIES CORP.
.
Find decision makers
Plan sponsor
Name
REVERE SECURITIES CORP.
EIN
65-0679510
Address
560 LEXINGTON AVE., SUITE 16B · NEW YORK, NY · 10022
Phone
(917) 566-9597
Industry
Finance & Insurance
see 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
FRAZIER DECAMP FINANCIAL
FRAZIER DECAMP FINANCIAL 401(K) PSP
$1.3M · 6 participants
RESOLVE GROWTH PARTNERS MANAGEMENT COMPANY, LLC
RESOLVE GROWTH PARTNERS 401(K) PLAN
$1.3M · 11 participants
INNOVATIVE INVESTMENT SERVICES
INNOVATIVE INVESTMENT SERVICES 401(K) PLAN
$1.3M · 6 participants
CDJ ASSOCIATES LLC
CDJ ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
$1.3M · 13 participants
PAUL A. HUNDT FINANCIAL SERVICES, INC.
HUNDT FINANCIAL SERVICES, INC. 401(K) PLAN
65
Knocking points off
Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 5 participants
RMG WEALTH MANAGEMENT LLC
ROSEMEYER MANAGEMENT GROUP 401(K) PLAN
$1.3M · 14 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
