Viktoria Kroeger signed Revision Collective Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Revision Collective Inc.'s EIN is 88-4112701.
Download the official 2024 Form 5500 (PDF) for Revision Collective Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Revision Collective Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds Trgt Dte Rtm 2035 R6 Fd Mutual Fund | Other securities | — | — | $2.2M | 26.2% | |
| Am Fds Trgt Dte Rtm 2045 R6 Fd Mutual Fund | Other securities | — | — | $1.2M | 15.1% | |
| Am Fds Trgt Dte Rtm 2040 R6 Fd Mutual Fund | Other securities | — | — | $1.2M | 14.3% | |
| Virtus Silvant Fcsd Gwth R6 Fd Mutual Fund | Other securities | — | — | $368K | 4.5% | |
| Am Fds Trgt Dte Rtm 2030 R6 Fd Mutual Fund | Other securities | — | — | $326K | 4.0% | |
| Invesco Senior Fltng Rt R6 Fnd Mutual Fund | Mutual Funds | — | — | $311K | 3.8% | |
| Victory Nasdaq 100 Idx R6 Fund Mutual Fund | Common Collective Trusts | — | — | $303K | 3.7% | |
| Am Fds Trgt Dte Rtm 2055 R6 Fd Mutual Fund | Other securities | — | — | $254K | 3.1% | |
| Am Fds Trgt Dte Rtm 2050 R6 Fd Mutual Fund | Other securities | — | — | $253K | 3.1% | |
| Am Fds Trgt Dte Rtm 2020 R6 Fd Mutual Fund | Other securities | — | — | $243K | 3.0% | |
| T. Rowe Price US Eq Rsrch I Mutual Fund | Other securities | — | — | $236K | 2.9% | |
| Fidelity Adv Tech Z Fund Mutual Fund | Mutual Funds | — | — | $204K | 2.5% | |
| Am Fds Trgt Dte Rtm 2060 R6 Fd Mutual Fund | Other securities | — | — | $174K | 2.1% | |
| Pioneer K Fund Mutual Fund | Other securities | — | — | $128K | 1.6% | |
| Am Fds Trgt Dte Rtm 2025 R6 Fd Mutual Fund | Other securities | — | — | $114K | 1.4% | |
| Oakmark R6 Fund Mutual Fund | Other securities | — | — | $96K | 1.2% | |
| Am Fds Trgt Dte Rtm 2065 R6 Fd Mutual Fund | Other securities | — | — | $91K | 1.1% | |
| Hood River Sm-Cp Growth Ret Fd Mutual Fund | Other securities | — | — | $84K | 1.0% | |
| Institutional Fund Mutual Fund | Other securities | — | — | $77K | 0.9% | |
| Virtus KAR Smll Cap Core R6 Fund Mutual Fund | Other securities | — | — | $65K | 0.8% | |
| Am Funds Growth Port R6 Fd Mutual Fund ** 808 American Century Ultra R6 Fund Mutual Fund | Other securities | — | — | $64K | 0.8% | |
| Loans to participants 4.25-9.75% interest - | Bonds / Notes | — | — | $51K | 0.6% | |
| Goldman Sachs GQG Prt Int O R6 Mutual Fund | Other securities | — | — | $40K | 0.5% | |
| Goldman Sachs Fin Sq Gov R6 Fd Mutual Fund | Other securities | — | — | $37K | 0.4% | |
| Fed Hermes MDT Md Cp Gr R6 Fd Mutual Fund | Other securities | — | — | $34K | 0.4% | |
| Hartford int'l Value R6 Fund Mutual Fund | Other securities | — | — | $25K | 0.3% | |
| Desitinations Lw Du Fx Inc Z Fd Mutual Fund | Common Stocks | — | — | $19K | 0.2% | |
| Fidelity Advisr Intrnl Gr Z Fd Mutual Fund | Mutual Funds | — | — | $18K | 0.2% | |
| Cohen & Steers Re Est Sec Z Fd Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| Am Fds Trgt Dte Rtm 2010 R6 Fd Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| (E) | Other securities | — | — | $8K | <0.1% | |
| Putnam Sm Cap Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Diamond Hill Select Y Fund Mutual Fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
