Plan Snapshot
- Plan Sponsor: Renovo Solutions, LLC
- Sponsor EIN: 264296033
- Sponsor Address: 4 EXECUTIVE CIRCLE, SUITE 185, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 597
- Total Assets: $26.0M
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 | 597 | $26.0M | $2.3M | $3.6M |
| 2023 | 540 | $20.2M | $986,105 | $2.8M |
| 2022 | 359 | $15.4M | $848,693 | $2.0M |
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 |
|---|---|---|---|---|
| KIECKHAFER SCHIFFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIECKHAFER SCHIFFER LLP — 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 | $71,577 | $14,875 | — | — | — |
| 2023 | $57,339 | $13,500 | — | — | — |
| 2022 | $50,713 | $14,625 | $36,088 | — | — |