Plan Snapshot
- Plan Sponsor: Renaissance Lakewood, LLC
- Sponsor EIN: 223840741
- Sponsor Address: 1200 PACO WAY, LAKEWOOD, NJ, 087015938
- Plan Type: 401(k)
- Total Participants: 366
- Total Assets: $53.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 366 | $53.2M | $1.4M | $3.4M |
| 2023 | 360 | $44.5M | $1.2M | $2.9M |
| 2022 | 331 | $36.7M | $1.1M | $2.7M |
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 |
|---|---|---|---|---|
| MCGUCKIN, SHATZ & WHITE, LLC | Auditor | — | — | $0 |
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 | $156,370 | $69,725 | $86,645 | — | — |
| 2023 | $130,913 | $62,607 | $68,306 | — | — |
| 2022 | $126,188 | $61,403 | $64,785 | — | — |