Plan Snapshot
- Plan Sponsor: Renaissance Financial Corporation
- Sponsor EIN: 431688273
- Sponsor Address: 5700 OAKLAND AVENUE SUITE 400, ST. LOUIS, MO, 63110
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 166 | $22.8M | $1.3M | $1.1M |
| 2023 | 136 | $21.5M | $1.0M | $942,498 |
| 2022 | 110 | $16.6M | $793,232 | $739,433 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,340 | — | $1,340 | — | — |
| 2023 | $41 | — | $41 | — | — |
| 2022 | $40 | — | — | — | — |