Plan Snapshot
- Plan Sponsor: Reenergy Holdings LLC
- Sponsor EIN: 263178865
- Sponsor Address: 159 WOLF RD. SUITE 301, ALBANY, NY, 12205
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 188 | $22.5M | $565,624 | $938,575 |
| 2023 | 189 | $27.8M | $735,381 | $1.5M |
| 2022 | 227 | $24.2M | $743,096 | $1.4M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $73,307 | — | $73,307 |
| GALLAGHER BENEFIT SERVICES INC | SERVICE PROVIDER | — | $22,169 | $22,169 |
| BST & CO. CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES INC — SERVICE PROVIDER
- BST & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,476
- Estimated Expense Ratio: 0.425% 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 | $75,957 | $3,532 | $71,025 | — | — |
| 2023 | $77,188 | $4,929 | $70,909 | — | — |
| 2022 | $82,113 | — | — | — | — |