How big is Revalize Software, Inc.'s plan?

Revalize Software, Inc.'s plan reported $25.9M in assets and 216 participants for 2024.

Original filing (PDF)20251015205038NAL0007440576001

Revalize Software, Inc.

Name: Revalize Software, Inc. — Revalize, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Revalize Software, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Revalize, Inc. 401(k) Plan

401(k) retirement plan · Revalize Software, Inc.'s Revalize, Inc. 401(k) Plan held $25.9M in plan assets for 216 participants in 2024.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

216

Accounts w/ balance

334

Plan assets (EOY)

$25.9M

Net assets (EOY)

$25.9M

Plan identifiers

Revalize Software, Inc.'s EIN is 86-2876825.

EIN 86-2876825

Plan number 002

Plan year 2024

ACK ID 20251015205038NAL0007440576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Revalize Software, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Revalize Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

REVALIZE SOFTWARE, INC.

EIN

all filings

Address

50 N LAURA ST · SUITE 2500 · JACKSONVILLE, FL · 32202

Phone

(904) 506-4304

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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)

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
RETIREMENT SOLUTIONS SPECIALISTS	—	JACKSONVILLE, FL	TPA	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	FINANCIAL ADISOR	$0	—

Investments

33 direct securities· $25.9M(100% of reported assets)

Other securities

$19.6M

12 holdings

Mutual Funds

$4.8M

17 holdings

Common Collective Trusts

$1.2M

2 holdings

Guaranteed Income / GIC

$159K

1 holding

Cash / Money Market

$5K

1 holding

					% of plan
Voya Retirement Services Voya Target Retirement 2030 Fund	Other securities	—	—	$4.0M	15.5%
Voya Retirement Services Voya Target Retirement 2045 Fund	Other securities	—	—	$3.8M	14.9%
Voya Retirement Services Voya Target Retirement 2035 Fund	Other securities	—	—	$3.0M	11.4%
Voya Retirement Services Voya Target Retirement 2040 Fund	Other securities	—	—	$2.4M	9.2%
Voya Retirement Services Voya Target Retirement 2050 Fund	Other securities	—	—	$2.3M	8.8%
Voya Retirement Services Voya Target Retirement 2055 Fund	Other securities	—	—	$1.5M	5.8%
Vanguard U.S. Growth Fund Adm	Mutual Funds	—	—	$1.5M	5.7%
Voya Retirement Services Voya Target Retirement 2025 Fund	Other securities	—	—	$1.2M	4.6%
Fidelity Investments Fidelity Total Market Idx Fd	Common Collective Trusts	—	—	$1.1M	4.2%
Voya Retirement Services Voya Target Retirement 2060 Fund	Other securities	—	—	$897K	3.5%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$400K	1.5%
American Funds American Funds Wash Mutual Inv R6	Mutual Funds	—	—	$388K	1.5%
Fidelity Investments Fidelity Extended Mkt Ind Fd	Mutual Funds	—	—	$300K	1.2%
Vanguard Explorer Fund Adm	Mutual Funds	—	—	$295K	1.1%
Fidelity Investments Fidelity Sm Cp Ind Fund	Mutual Funds	—	—	$294K	1.1%
Vanguard International Grwth	Mutual Funds	—	—	$282K	1.1%
Voya Retirement Services Voya Target In-Retirement Fund R	Other securities	—	—	$268K	1.0%
Vanguard High-Yld Corporate Fnd Adm	Mutual Funds	—	—	$264K	1.0%
Vanguard Emr Mkts Stck Ind Fd Adm	Mutual Funds	—	—	$233K	0.9%
Dimensional Fund Advisors DFA Real Estate Securities Port Inst	Mutual Funds	—	—	$207K	0.8%
Fidelity Investments Fidelity Adv Total Bond Fund Z	Mutual Funds	—	—	$196K	0.8%
MFS Investment Management MFS Mid Cap Value Fund R6	Mutual Funds	—	—	$194K	0.8%
Voya Retirement Services Voya Target Retirement 2065 Fund	Other securities	—	—	$179K	0.7%
* Voya Retirement Services Voya Fixed Account (4450)	Guaranteed Income / GIC	—	—	$159K	0.6%
Vanguard Balanced Index Fund Adm	Common Collective Trusts	—	—	$156K	0.6%
Neuberger Berman Neuberger Berman Md Cp Grw Fnd R6	Other securities	—	—	$145K	0.6%
Dimensional Fund Advisors DFA U.S. Targeted Value Port Inst	Mutual Funds	—	—	$100K	0.4%
Dimensional Fund Advisors DFA Intl Small Comp Portfolio	Mutual Funds	—	—	$88K	0.3%
Vanguard Interm-Tm Bnd Index Fd Adm	Mutual Funds	—	—	$35K	0.1%
Vanguard Tot Intl Bnd Ind Fd Adm	Mutual Funds	—	—	$34K	0.1%
Dimensional Fund Advisors DFA Inflat-Prot Securities Port Inst	Mutual Funds	—	—	$24K	<0.1%
Mutual and Money Market Funds * Voya Retirement Services Voya Gov Money Mkt Fnd A (Hold Acct)	Cash / Money Market	—	—	$5K	<0.1%
maturing through December 2025	Other securities	—	—	$1K	<0.1%