Plan Snapshot
- Plan Sponsor: Rensko Holdings, LLC
- Sponsor EIN: 010549518
- Sponsor Address: 733 GREEN CREST DRIVE, WESTERVILLE, OH, 43081
- Plan Type: 401(k)
- Total Participants: 1,513
- Total Assets: $662,147
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,513 | $662,147 | $0 | $251,498 |
| 2023 | 1,614 | $508,426 | $0 | $254,151 |
| 2022 | 1,483 | $272,046 | $0 | $233,137 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $7,819 | — | $7,819 |
| THE PENSION DESIGN GROUP | TPA | $5,982 | — | $5,982 |
| TRONCONI SEGARRA & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,801
- Estimated Expense Ratio: 2.084% 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 | $17,412 | $3,632 | — | — | — |
| 2023 | $14,890 | $2,179 | — | — | — |
| 2022 | $4,355 | — | — | — | — |