Project Renewal, Inc. Employees' Retirement Plan
Sponsored by Project Renewal, Inc. · EIN 132602882 · Plan #003
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 46
- With balances
- 435
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $25,784 |
| Gelman Pension Consulting, Inc. | Consulting (general), Direct payment from the plan | $3,381 |
| Lm Kohn & Company | Consulting (general), Insurance services, Insurance brokerage commissions | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |