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Original filing (PDF)20251015205038NAL0007440576001
REVALIZE SOFTWARE, INC.
Form 5500
FILING_RECEIVED
REVALIZE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
216
Accounts w/ balance
334
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
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 (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REVALIZE SOFTWARE, INC..
Plan sponsor
Name
REVALIZE SOFTWARE, INC.
EIN
86-2876825
Address
50 N LAURA ST · SUITE 2500 · JACKSONVILLE, FL · 32202
Phone
(904) 506-4304
Industry
Custom Computer Programming· Professional & Technical Servicessee all
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)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | — | JACKSONVILLE, FL | TPA | $0 | — |
Other
1| 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)
Uncategorized
$25.7M
32 holdings
Guaranteed Income / GIC
$159K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Retirement Services Voya Target Retirement 2030 Fund | — | — | — | $4.0M | 15.5% | |
| Voya Retirement Services Voya Target Retirement 2045 Fund | — | — | — | $3.8M | 14.9% | |
| Voya Retirement Services Voya Target Retirement 2035 Fund | — | — | — | $3.0M | 11.4% | |
| Voya Retirement Services Voya Target Retirement 2040 Fund | — | — | — | $2.4M | 9.2% | |
| Voya Retirement Services Voya Target Retirement 2050 Fund | — | — | — | $2.3M | 8.8% | |
| Voya Retirement Services Voya Target Retirement 2055 Fund | — | — | — | $1.5M | 5.8% | |
| Vanguard U.S. Growth Fund Adm | — | — | — | $1.5M | 5.7% | |
| Voya Retirement Services Voya Target Retirement 2025 Fund | — | — | — | $1.2M | 4.6% | |
| Fidelity Investments Fidelity Total Market Idx Fd | — | — | — | $1.1M | 4.2% | |
| Voya Retirement Services Voya Target Retirement 2060 Fund | — | — | — | $897K | 3.5% | |
| American Funds American Funds New Perspective R6 | — | — | — | $400K | 1.5% | |
| American Funds American Funds Wash Mutual Inv R6 | — | — | — | $388K | 1.5% | |
| Fidelity Investments Fidelity Extended Mkt Ind Fd | — | — | — | $300K | 1.2% | |
| Vanguard Explorer Fund Adm | — | — | — | $295K | 1.1% | |
| Fidelity Investments Fidelity Sm Cp Ind Fund | — | — | — | $294K | 1.1% | |
| Vanguard International Grwth | — | — | — | $282K | 1.1% | |
| Voya Retirement Services Voya Target In-Retirement Fund R | — | — | — | $268K | 1.0% | |
| Vanguard High-Yld Corporate Fnd Adm | — | — | — | $264K | 1.0% | |
| Vanguard Emr Mkts Stck Ind Fd Adm | — | — | — | $233K | 0.9% | |
| Dimensional Fund Advisors DFA Real Estate Securities Port Inst | — | — | — | $207K | 0.8% | |
| Fidelity Investments Fidelity Adv Total Bond Fund Z | — | — | — | $196K | 0.8% | |
| MFS Investment Management MFS Mid Cap Value Fund R6 | — | — | — | $194K | 0.8% | |
| Voya Retirement Services Voya Target Retirement 2065 Fund | — | — | — | $179K | 0.7% | |
| * Voya Retirement Services Voya Fixed Account (4450) | Guaranteed Income / GIC | — | — | $159K | 0.6% | |
| Vanguard Balanced Index Fund Adm | — | — | — | $156K | 0.6% | |
| Neuberger Berman Neuberger Berman Md Cp Grw Fnd R6 | — | — | — | $145K | 0.6% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Port Inst | — | — | — | $100K | 0.4% | |
| Dimensional Fund Advisors DFA Intl Small Comp Portfolio | — | — | — | $88K | 0.3% | |
| Vanguard Interm-Tm Bnd Index Fd Adm | — | — | — | $35K | 0.1% | |
| Vanguard Tot Intl Bnd Ind Fd Adm | — | — | — | $34K | 0.1% | |
| Dimensional Fund Advisors DFA Inflat-Prot Securities Port Inst | — | — | — | $24K | <0.1% | |
| Mutual and Money Market Funds * Voya Retirement Services Voya Gov Money Mkt Fnd A (Hold Acct) | — | — | — | $5K | <0.1% | |
| maturing through December 2025 | — | — | — | $1K | <0.1% |