How big is KAHN, Litwin, Renza & Co., Ltd.'s plan?

KAHN, Litwin, Renza & Co., Ltd.'s plan reported $50.6M in assets and 275 participants for 2024.

Original filing (PDF)20250924103657NAL0009101891001

KAHN, Litwin, Renza & Co., Ltd.

Name: KAHN, Litwin, Renza & Co., Ltd. — KAHN, Litwin, Form 5500 (2024)
Creator: KAHN, Litwin, Renza & Co., Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KAHN, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan

401(k) retirement plan · KAHN, Litwin, Renza & Co., Ltd.'s KAHN, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan held $50.6M in plan assets for 275 participants in 2024, with Fidelity as recordkeeper.

Active participants

275

Accounts w/ balance

402

Plan assets (EOY)

$50.6M

Net assets (EOY)

$50.6M

Plan identifiers

KAHN, Litwin, Renza & Co., Ltd.'s EIN is 05-0409384.

EIN 05-0409384

Plan number 002

Plan year 2024

ACK ID 20250924103657NAL0009101891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KAHN, Litwin, Renza & Co., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KAHN, Litwin, Renza & Co., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAHN, LITWIN, RENZA & CO., LTD..

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

KAHN, LITWIN, RENZA & CO., LTD.

EIN

all filings

Address

951 NORTH MAIN STREET · PROVIDENCE, RI · 02904

Phone

(401) 274-2001

Industry

CPA Offices· Professional & Technical Services

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVEST INST OPER CO INC	04-2647786	—	RECORDKEEPER	$67K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	PLAN ADMINISTRATOR	$21K	—
THE ANGELL PENSION GROUP, INC.

Investments

36 direct securities· $49.2M(97% of reported assets)

Mutual Funds

$32.5M

24 holdings

Common Collective Trusts

$10.6M

6 holdings

Other securities

$6.1M

6 holdings

					% of plan
Vanguard 500 Index Fund "	Common Collective Trusts	—	—	$5.1M	10.0%
Fidelity Contrafund Fund K6 "	Mutual Funds	—	—	$3.4M	6.7%
Vanguard Target Retirement 2030 Fund "	Mutual Funds	—	—	$3.1M	6.1%
Vanguard Target Retirement 2050 Fund "	Mutual Funds	—	—	$2.8M	5.5%
MFS Value Fund "	Mutual Funds	—	—	$2.4M	4.7%
Vanguard Growth Index Fund "	Common Collective Trusts	—	—	$2.2M	4.3%
JPMorgan Mid Cap Growth Fund "	Other securities	—	—	$2.1M	4.1%
Vanguard Target Retirement 2045 Fund "	Mutual Funds	—	—	$2.0M	4.0%
MFS International Growth Fund "	Mutual Funds	—	—	$2.0M	3.9%
American Funds American Balanced Fund "	Mutual Funds	—	—	$1.9M	3.8%
Vanguard Federal Money Market Fund "	Mutual Funds	—	—	$1.9M	3.8%
Voya Intermediate Bond Fund "	Other securities	—	—	$1.8M	3.6%
Vanguard Target Retirement 2060 Fund "	Mutual Funds	—	—	$1.6M	3.1%
Vanguard Target Retirement 2035 Fund "	Mutual Funds	—	—	$1.5M	3.0%
Vanguard Target Retirement 2040 Fund "	Mutual Funds	—	—	$1.3M	2.7%
Vanguard Target Retirement 2025 Fund "	Mutual Funds	—	—	$1.3M	2.6%
American Funds New Perspective Fund "	Mutual Funds	—	—	$1.3M	2.5%
American Funds New World Fund "	Mutual Funds	—	—	$1.2M	2.3%
Vanguard Target Retirement 2055 Fund "	Mutual Funds	—	—	$1.1M	2.3%
Vanguard Mid-Cap Index Fund "	Common Collective Trusts	—	—	$1.1M	2.2%
Vanguard Target Retirement 2070 Fund " ** 111 Vanguard Small-Cap Index Fund "	Common Collective Trusts	—	—	$1.1M	2.2%
DFA Real Estate Securities Portfolio Fund "	Mutual Funds	—	—	$828K	1.6%
Vanguard Value Index Fund "	Common Collective Trusts	—	—	$824K	1.6%
DFA U.S. Large Company Portfolio Fund "	Mutual Funds	—	—	$753K	1.5%
Undiscovered Managers Behavioral Value Fund "	Other securities	—	—	$627K	1.2%
DFA International Core Equity Portfolio Fund Mutual fund	Mutual Funds	—	—	$592K	1.2%
PGIM High Yield Fund R6 "	Other securities	—	—	$549K	1.1%
AB Small Cap Growth Portfolio Fund "	Other securities	—	—	$527K	1.0%
PGIM Short-Term Corporate Bond Fund "	Other securities	—	—	$510K	1.0%
MFS Mid Cap Value Fund "	Mutual Funds	—	—	$469K	0.9%
PIMCO International Bond Fund "	Mutual Funds	—	—	$330K	0.7%
Vanguard Mid-Cap Growth Index Fund "	Common Collective Trusts	—	—	$305K	0.6%
DFA Inflation-Protected Securities Portfolio Fund "	Mutual Funds	—	—	$299K	0.6%
Vanguard Target Retirement 2020 Fund "	Mutual Funds	—	—	$241K	0.5%
Vanguard Target Retirement 2065 Fund "	Mutual Funds	—	—	$119K	0.2%
Vanguard Target Retirement Income Fund "	Mutual Funds	—	—	$2K	<0.1%