Plan Snapshot
- Plan Sponsor: Main Street Renewal, LLC
- Sponsor EIN: 455016960
- Sponsor Address: 5001 PLAZA ON THE LAKE, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 620
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 620 | $20.7M | $1.3M | $2.3M |
| 2023 | 529 | $18.4M | $1.9M | $3.0M |
| 2022 | 723 | $13.9M | $1.7M | $2.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $29,925 | — | $29,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,925
- Estimated Expense Ratio: 0.144% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $114,864 | $11,527 | — | $29,925 | — |
| 2023 | $93,180 | $8,899 | — | $14,719 | — |
| 2022 | $58,603 | $3,388 | — | — | — |