Plan Ledger DOL Form 5500 · updated monthly

Revalize Software, Inc.401(k)

REVALIZE, INC. 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Revalize Software, Inc. reported $70,442 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,200 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.31% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 919th-largest of 3,644 plans among Florida employers on file, and the 4,639th of 11,654 in professional & technical services. In 2024, employees put in $3.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,851,311
Participants with balances334
Active participants216
Employer contributions$475,260
Employee contributions$1,585,494
Employer contribution per active participant$2,200
Average account balance$77,399
Benefits paid to participants$3,196,496
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$25.9M · 334 accts · $475K emplr
2023$23.1M · 351 accts · $449K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,442
Total administrative$70,442
The Revalize Software, Inc. 401(k) match · 2024
Employer contribution per active participant$2,200
Median for plans this size$2,416
2024$2,200 per active participant
2023$2,100 per active participant

Revalize Software, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
RETIREMENT SOLUTIONS SPECIALISTS · Other servicesindirect comp
MORGAN STANLEY SMITH BARNEY LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$70,442 · 0.29%
2023$68,245 · 0.31%
All plans at this employer2
REVALIZE, INC. 401(K) PLAN401(k)
REVALIZE, INC. 401(K) PLAN401(k)
Same employer
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HX5 Sierra, LLC FL$25.6M · 0.44%
Msl, P.A. FL$25.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862876825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.