How big is The Revelry Group's plan?

The Revelry Group's plan reported $3.2M in assets and 30 participants for 2023.

Original filing (PDF)20240417154820NAL0001703667002

The Revelry Group

Name: The Revelry Group — The Revelry Group 401(k) Plan, Form 5500 (2023)
Creator: The Revelry Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Revelry Group 401(k) Plan

401(k) retirement plan · The Revelry Group's The Revelry Group 401(k) Plan held $3.2M in plan assets for 30 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

The Revelry Group's EIN is 81-4891046.

EIN 81-4891046

Plan number 002

Plan year 2023

ACK ID 20240417154820NAL0001703667002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Revelry Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Revelry Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE REVELRY GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE REVELRY GROUP

EIN

all filings

Address

806 SW BROADWAY · SUITE 300 · PORTLAND, OR · 97210

Phone

(503) 227-3606

Industry

Professional & Technical Services

Plan administrator