2023 Form 5500 filing — Rev Group, Inc. 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014144617NAL0044934608001) for Rev Group, Inc. 401(K) Retirement Plan, reported by Rev Group, Inc. under EIN 26-3013415 and plan number 001. It reports 8,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144617NAL0044934608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rev Group, Inc.
- EIN
- 26-3013415
- Plan number
- 001
- Location
- Brookfield, WI
- Participants
- 8,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $337,412,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $337,412,504
- Employer contributions
- $10,624,519
- Participant contributions
- $22,312,652
- Total income / additions
- $81,305,429
- Benefits paid
- $43,382,278
- Administrative expenses
- $439,017
- Total expenses
- $43,843,929
- Net increase / (decrease)
- $37,461,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $271,312 | not reported in the loaded dataset |
| Creative Planning LLC | INVESTMENT ADVISOR | $53,263 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $48,526 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $39,314 | not reported in the loaded dataset |
| Lockton Investment Advisors | INVESTMENT ADVISOR | $26,602 | not reported in the loaded dataset |