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Original filing (PDF)20250924103657NAL0009101891001
KAHN, LITWIN, RENZA & CO., LTD.
Form 5500
FILING_RECEIVED
KAHN, LITWIN, RENZA & CO., LTD. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
275
Accounts w/ balance
402
Plan assets (EOY)
$50.6M
Net assets (EOY)
$50.6M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAHN, LITWIN, RENZA & CO., LTD..
Plan sponsor
Name
KAHN, LITWIN, RENZA & CO., LTD.
EIN
05-0409384
Address
951 NORTH MAIN STREET · PROVIDENCE, RI · 02904
Phone
(401) 274-2001
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INST OPER CO INC | 04-2647786 | — | RECORDKEEPER | $67K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | PLAN ADMINISTRATOR | $21K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | PLAN ADMINISTRATOR | $10K | — |
Investments
36 direct securities· $49.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund " | — | — | — | $5.1M | 10.0% | |
| Fidelity Contrafund Fund K6 " | — | — | — | $3.4M | 6.7% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $3.1M | 6.1% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $2.8M | 5.5% | |
| MFS Value Fund " | — | — | — | $2.4M | 4.7% | |
| Vanguard Growth Index Fund " | — | — | — | $2.2M | 4.3% | |
| JPMorgan Mid Cap Growth Fund " | — | — | — | $2.1M | 4.1% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $2.0M | 4.0% | |
| MFS International Growth Fund " | — | — | — | $2.0M | 3.9% | |
| American Funds American Balanced Fund " | — | — | — | $1.9M | 3.8% | |
| Vanguard Federal Money Market Fund " | — | — | — | $1.9M | 3.8% | |
| Voya Intermediate Bond Fund " | — | — | — | $1.8M | 3.6% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $1.6M | 3.1% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $1.5M | 3.0% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $1.3M | 2.7% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $1.3M | 2.6% | |
| American Funds New Perspective Fund " | — | — | — | $1.3M | 2.5% | |
| American Funds New World Fund " | — | — | — | $1.2M | 2.3% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $1.1M | 2.3% | |
| Vanguard Mid-Cap Index Fund " | — | — | — | $1.1M | 2.2% | |
| Vanguard Target Retirement 2070 Fund " ** 111 Vanguard Small-Cap Index Fund " | — | — | — | $1.1M | 2.2% | |
| DFA Real Estate Securities Portfolio Fund " | — | — | — | $828K | 1.6% | |
| Vanguard Value Index Fund " | — | — | — | $824K | 1.6% | |
| DFA U.S. Large Company Portfolio Fund " | — | — | — | $753K | 1.5% | |
| Undiscovered Managers Behavioral Value Fund " | — | — | — | $627K | 1.2% | |
| DFA International Core Equity Portfolio Fund Mutual fund | — | — | — | $592K | 1.2% | |
| PGIM High Yield Fund R6 " | — | — | — | $549K | 1.1% | |
| AB Small Cap Growth Portfolio Fund " | — | — | — | $527K | 1.0% | |
| PGIM Short-Term Corporate Bond Fund " | — | — | — | $510K | 1.0% | |
| MFS Mid Cap Value Fund " | — | — | — | $469K | 0.9% | |
| PIMCO International Bond Fund " | — | — | — | $330K | 0.7% | |
| Vanguard Mid-Cap Growth Index Fund " | — | — | — | $305K | 0.6% | |
| DFA Inflation-Protected Securities Portfolio Fund " | — | — | — | $299K | 0.6% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $241K | 0.5% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $119K | 0.2% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $2K | <0.1% |