Back to filter
Original filing (PDF)20251015172204NAL0005244673001
REVA INC.
Form 5500
FILING_RECEIVED
REVA INC.
401(k) retirement plan
Active participants
114
Accounts w/ balance
133
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVA INC..
Plan sponsor
Name
REVA INC.
EIN
65-0750314
Address
2101 WEST COMMERCIAL BLVD · SUITE 5100 · FORT LAUDERDALE, FL · 33309
Phone
(954) 730-9300
Industry
Transportation & Warehousingsee 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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KP LYNCH CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $16K | — |
Investments
34 direct securities· $5.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $730K | 13.9% | |
| JPMORGAN GLOBAL ALLOCATION R6 | Registered Investment Companies | — | — | $671K | 12.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $314K | 6.0% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $301K | 5.7% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $301K | 5.7% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $285K | 5.4% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $212K | 4.0% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $205K | 3.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $202K | 3.8% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $194K | 3.7% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $188K | 3.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $187K | 3.6% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $170K | 3.2% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $156K | 3.0% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $147K | 2.8% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $129K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $127K | 2.4% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $93K | 1.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $92K | 1.8% | |
| MFS MOD ALLOC - R4 | Registered Investment Companies | — | — | $73K | 1.4% | |
| OAKMARK INTERNATIONAL INST | Registered Investment Companies | — | — | $53K | 1.0% | |
| FRANKLIN MUTUAL BEACON R6 | Registered Investment Companies | — | — | $51K | 1.0% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $49K | 0.9% | |
| MFS AGG GRTH ALLOC - R4 | Registered Investment Companies | — | — | $40K | 0.8% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $38K | 0.7% | |
| COHEN & STEERS GLOBAL REALTY Z | Registered Investment Companies | — | — | $37K | 0.7% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $27K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $23K | 0.4% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $9K | 0.2% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $5K | 0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $3K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $1K | <0.1% | |
| WESTERN ASSET CORPORATE BOND I | Registered Investment Companies | — | — | $1K | <0.1% |
Related plans
Other plans using MERRILL LYNCH PIERCE FENNER & SMITH
AMGEN INC.
AMGEN RETIREMENT AND SAVINGS PLAN
$7.7B · 14,965 participants
MACYS, INC.
MACYS INC 401(K) RETIREMENT INVESTMENT PLAN
$4.6B · 103,247 participants
WASTE MANAGEMENT, INC.
WASTE MANAGEMENT RETIREMENT SAVINGS PLAN
$4.1B · 38,168 participants
MACYS INC
MACYS INC CASH ACCOUNT PENSION PLAN
$1.9B · 15,538 participants
PENSION PLAN OF LOCAL 464A
PENSION PLAN OF LOCAL 464A
$1.2B · 7,332 participants
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND
DULY HEALTH AND CARE 401(K) PLAN
$1.1B · 6,585 participants
Similar-size Transportation & Warehousing plans
EAST-WEST AIR, INC.
EAST-WEST AIR, INC. 401(K) PROFIT SHARING PLAN
$5.2M · 11 participants
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES, INC. NON-PILOT VARIABLE PLAN
$5.3M · 4 participants
AIR CHARTER SERVICE, INC.
AIR CHARTER SERVICE INC 401(K) PROFIT SHARING PLAN
$5.2M · 110 participants
SILVER AIR, LLC
SILVER AIR RETIREMENT SAVINGS PLAN
$5.2M · 116 participants
KUWAIT AIRWAYS CORPORATION
KUWAIT AIRWAYS CORP 401(K) PLAN
$5.4M · 22 participants
BOSTON JETSEARCH, INC.
BOSTON JETSEARCH, INC. RETIREMENT TRUST
$5.4M · 7 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants