Plan Snapshot
- Plan Sponsor: The Renfrew Centers, INC.
- Sponsor EIN: 232517228
- Sponsor Address: 475 SPRING LANE, PHILADELPHIA, PA, 19128
- Plan Type: 401(k)
- Total Participants: 457
- Total Assets: $19.8M
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 | 457 | $19.8M | $200,600 | $1.3M |
| 2023 | 479 | $18.8M | $245,430 | $1.4M |
| 2022 | 491 | $16.1M | $236,630 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $65,016 | — | $65,016 |
| MARCUM, LLP | ACCOUNTANT | $9,360 | — | $9,360 |
| ISDANER & CO, LLC | Auditor | $9,360 | — | $9,360 |
| NFP CORPORATE SERVICES (PA), INC. | OTHER SERVICES | — | $7,231 | $7,231 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ISDANER & CO, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,967
- Estimated Expense Ratio: 0.460% 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 | $74,857 | — | $65,497 | $9,360 | — |
| 2023 | $62,750 | — | $62,750 | — | — |
| 2022 | $61,656 | — | $61,656 | — | — |