Plan Ledger DOL Form 5500 · updated monthly

Revision Collective Inc.401(k)

REVISION COLLECTIVE INC. 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.63%

Revision Collective Inc. reported $47,411 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. 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 0.80% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,169th of 3,295), and 8,598th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$8,229,583
Participants with balances90
Active participants86
Employer contributions—
Employee contributions$784,745
Employer contribution per active participant—
Average account balance$91,440
Benefits paid to participants$653,034
Plan auditUnmodified (clean) audit opinion
AuditorATLAS CPAS & ADVISORS
Plan history2
Yearassets · accounts · employer contribution
2024$8.2M · 90 accts
2023$6.8M · 101 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,411
Total administrative$47,411
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$47,411
CAMBRIDGE INVESTMENT RESEARCH ADVIS · Investment advisory (plan)indirect 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$47,411 · 0.63%
2023$44,834 · 0.80%
Similar plansProfessional & Technical Services · Ohio
Paymax Services, Inc. OH$8.6M · 0.30%
Xariable, Inc. OH$8.4M · 0.25%
Humanit Solutions, LLC OH$8.3M · 0.36%
The Spyglass Group, LLC OH$8.3M · 0.89%
Amend Consulting LLC OH$8.2M · 0.73%
Viaquest OH$8.2M · 0.92%
The Rdi Corporation OH$8.2M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 884112701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.