Renu Contracting And Restoration Inc. 401(k) Profit Sharing Plan
Sponsored by Renu Contracting & Restoration, Inc. · EIN 205296551 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 240
- With balances
- 358
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,984 |
| Aurora Private Wealth | Investment advisory (plan) | $37,850 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $0 |