Plan Snapshot
- Plan Sponsor: Renew Financial Group LLC
- Sponsor EIN: 263007423
- Sponsor Address: 555 12TH ST, SUITE 1650, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $9.4M
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 | 100 | $9.4M | $141,793 | $1.1M |
| 2023 | 109 | $7.8M | $291,259 | $1.1M |
| 2022 | 106 | $5.6M | $511,392 | $978,191 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — 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 | $13,553 | — | $13,553 | — | — |
| 2023 | $12,073 | — | $12,073 | — | — |
| 2022 | $9,459 | — | $9,459 | — | — |