Plan Snapshot
- Plan Sponsor: Renfro Corporation
- Sponsor EIN: 560375140
- Sponsor Address: 661 LINVILLE ROAD, MOUNT AIRY, NC, 270303101
- Plan Type: DB
- Total Participants: 192
- Total Assets: $31.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 192 | $31.3M | $0 | $0 |
| 2024 | 215 | $30.1M | $0 | $0 |
| 2023 | 259 | $32.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| BUTLER + BURKE LLP | Auditor | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.026% 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 |
|---|---|---|---|---|---|
| 2025 | $458,353 | $130,637 | — | $8,000 | — |
| 2024 | $710,543 | $136,873 | — | $7,750 | — |
| 2023 | $882,465 | $182,190 | — | — | $51,115 |