Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
RVK, Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 58 retirement plans with 100 or more participants reported paying RVK, Inc. $5,000 or more. Those plans cover 355,750 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.7M. Per plan, the median was $16.69 per participant, with the middle half of plans between $9.34 and $50.90. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Oregon (14), California (12) and Washington (11).
In 2009 it appeared on 52 such filings; in 2024, 62 (up 19%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $9.34 | $16.69 | $50.90 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Intel Retirement Contribution Plan | Intel Corporation | CA | 29,222 | $7.29B | $28K |
| California Iron Workers Field Defined Contribution Pension Trust Fund | Board of Trustees, California Iron Workers Field Defined Contribution | CA | 27,522 | $1.29B | $107K |
| Southern California United Food and Commercial Workers Unions and Drug Employers Pension Fund | Board of Trustees, Southern California United Food | CA | 26,295 | $926M | $74K |
| Marathon Petroleum Retirement Plan | Marathon Petroleum Company LP | OH | 23,452 | $2.21B | $272K |
| St. Lukes Health System Matched 403(b) Plan | St. Luke's Health System, Ltd. | ID | 22,859 | $1.14B | $8,796 |
| California Ironworkers Field Pension Trust | Board of Trustees, California Ironworkers Field Pension Trust Fun | CA | 21,447 | $3.49B | $258K |
| Danaher Corporation & Subsidiaries Pension Plan | Danaher Corporation | DC | 21,071 | $1.90B | $197K |
| Retirement Plan for Hospital Employees | Board of Trustees Retirement Plan for Hospital Employees | CA | 17,381 | $1.20B | $17K |
| Fortive Retirement Savings Plan | Fortive Corporation | WA | 13,591 | $2.14B | $114K |
| Western Metal Industry Pension Plan | Board of Trustees, Western Metal Industry Pension Plan | WA | 13,512 | $1.05B | $148K |
| Alaska Electrical Pension Plan | Joint Board of Trustees Alaska Electrical Pension Fund | AK | 11,263 | $2.04B | $154K |
| UFCW Pharmacists, Clerks, and Drug Employer's Pension Trust | UFCW Pharmacists, Clerks, and Drug Employer's Pension Trust | CA | 10,074 | $183M | $89K |
| Usg Corporation Retirement Plan | Usg Corporation | IL | 9,208 | $612M | $25K |
| Edison Pension Plan | Board of Trustees, Edison Pension Trust | OR | 8,208 | $1000M | $108K |
| Samaritan Health Services Tax Sheltered Annuity PL | Samaritan Health Services | OR | 7,801 | $703M | $49K |
| Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan | Mercedes-Benz U.S. International, Inc. | AL | 7,116 | $1.23B | $109K |
| Samaritan Health Services Retirement Plan | Samaritan Health Services | OR | 6,559 | $321M | $32K |
| Lumber Industry Pension Plan | Board of Trustees, Cic-Forest Products Retirement | WA | 6,160 | $255M | $58K |
| Veralto Corporation & Subsidiaries Savings Plan | Veralto Corporation | MA | 5,931 | $1.18B | $95K |
| Cic-Toc Pension Plan | Board of Trustees, Cic-Forest Products Retirement | WA | 5,836 | $183M | $58K |
| Blue Cross and Blue Shield of Minnesota Employee Savings Plan | Blue Cross & Blue Shield of Minnesota | MN | 4,858 | $885M | $76K |
| Blue Cross and Blue Shield of Minnesota Pension Plan | Blue Cross & Blue Shield of Minnesota | MN | 4,353 | $231M | $68K |
| Speedway Retirement Plan | Marathon Petroleum Company LP | OH | 4,262 | $124M | $17K |
| Toc-Woodworkers, IAM Defined Contribution Plan and Trust | Board of Trustees, Toc-Woodworkers, IAM Defined | OR | 4,105 | $141M | $43K |
| Louisiana-Pacific 401(k) and Profit Sharing Plan | Louisiana-Pacific Corporation | TN | 4,024 | $561M | $74K |
| Cic Defined Contribution Retirement Plan | Board of Trustees, Cic-Forest Products Retirement TR | WA | 3,787 | $86.3M | $16K |
| UFCW Investment Savings Plan and Trust | Board of Trustees, UFCW Investment Savings Plan and | OR | 3,366 | $36.5M | $23K |
| Southern California Local 831 - Employer Pension Fund | Board of Trustees, Southern California Local 831 - | CA | 3,107 | $485M | $74K |
| PNM Resources Inc. Employees' Retirement Plan | TXNM Energy, Inc. | NM | 2,868 | $380M | $85K |
| Southern California General Sales Employers and United Food and Commercial Workers Unions Pension Fund | Board of Trustees, Southern California General Sales Employers | CA | 2,173 | $84.9M | $39K |
| Northwest Glass, Molders, Pottery, Plastics and Allied Workers Pension Plan | Bot, N.W. GMP & Allied Workers Pension Plan | WA | 2,096 | $87.6M | $58K |
| Siu Pacific District Pension Plan | Board of Trustees, Siu Pacific District Pension Plan | CA | 2,049 | $119M | $45K |
| Hecla Mining Company Restated Retirement Plan | Hecla Mining Company | ID | 1,802 | $117M | $13K |
| Moda Partners, Inc. Employee Retirement Plan | Moda Partners, Inc. | OR | 1,768 | $209M | $41K |
| The Leukemia & Lymphoma Society, Inc. 403(b) Plan | The Leukemia & Lymphoma Society, Inc. 403(b) Plan | NY | 1,681 | $135M | $76K |
| Vigor Industrial LLC Retirement Plan | Vigor Industrial LLC | OR | 1,560 | $74.4M | $27K |
| Contra Costa County Electrical Workers Retirement Plan & Trust | Board of Trustees, Contra Costa County Electrical | CA | 1,535 | $471M | $90K |
| California Teachers Association Employees Retirement Benefits Plan | Board of Trustees of California Teachers Assoc Employees Retirement | CA | 1,381 | $421M | $80K |
| Neenah Enterprises, Inc. 401(k) Retirement Savings Plan | Neenah Enterprises, Inc. | WI | 1,148 | $105M | $64K |
| Retail Clerks Specialty Stores Pension Fund | Retail Clerks Specialty Stores Pension Fund | CA | 1,068 | $64.7M | $73K |
Questions and answers
How many plans does RVK, Inc. serve?
58 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay RVK, Inc.?
The median plan reported $16.69 per participant in direct and indirect compensation (58 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (35 plans), Consulting (general) (16 plans), Consulting (pension) (7 plans) and Investment management (6 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.