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Original filing (PDF)20251224101522NAL0012192385001
PROJECT RENEWAL, INC.
Form 5500
FILING_RECEIVED
SECTION 403(B) RETIREMENT PLAN FOR PROJECT RENEWAL INC.
403(b) retirement plan
Signals · 1
Late filing · 1.3 mo
Active participants
881
Accounts w/ balance
1,044
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
95
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.3 months past the 10.5-month grace window.
- 73 bps in Schedule C fees — 153% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROJECT RENEWAL, INC..
Plan sponsor
Name
PROJECT RENEWAL, INC.
EIN
13-2602882
Address
200 VARICK STREET · NEW YORK, NY · 100144893
Phone
(212) 620-0340
Industry
Health Care & Social Assistancesee 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
2025-12-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $153K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING | 13-3752538 | — | CONSULTANT | $21K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| L.M. KOHN & COMPANY | — | CINCINNATI, OH | BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
21 direct securities· $22.9M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Intl Diversification R6 MFS | — | — | — | $2.7M | 11.4% | |
| Vanguard 500 Index Adm Vanguard | — | — | — | $2.7M | 11.3% | |
| Vanguard LifeStrategy Inc Vanguard | — | — | — | $2.3M | 9.8% | |
| New York Life Insurance Company Guaranteed Interest Account - contract value | — | — | — | $2.2M | 9.2% | |
| JPMorgan US Research Enhanced Eq R6 JPMorgan | — | — | — | $2.0M | 8.6% | |
| Vanguard LifeStrategy Moderate Gr Vanguard | — | — | — | $1.8M | 7.5% | |
| Vanguard LifeStrategy Consv Gr Vanguard | — | — | — | $1.6M | 6.7% | |
| Vanguard LifeStrategy Gr Vanguard | — | — | — | $1.6M | 6.7% | |
| Vanguard Val Index Adm Vanguard | — | — | — | $1.1M | 4.6% | |
| Fidelity Puritan Fidelity | — | — | — | $1.0M | 4.4% | |
| Vanguard Strategic Small Cap Eq Inv Vanguard | — | — | — | $924K | 3.9% | |
| T. Rowe Price Gr Stock T. Rowe Price | — | — | — | $875K | 3.7% | |
| Metropolitan West Total Ret Bd M Metropolitan West | — | — | — | $749K | 3.2% | |
| Vanguard Mid Cap Index Adm Vanguard | — | — | — | $345K | 1.5% | |
| Vanguard Small Cap Index Adm Vanguard | — | — | — | $248K | 1.0% | |
| Invesco Intl Sml-Mid Com Y Invesco | — | — | — | $192K | 0.8% | |
| Goldman Sachs Small/Md cp Gr Instl Goldman Sachs | — | — | — | $173K | 0.7% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $146K | 0.6% | |
| Vanguard GNMA Admiral Vanguard | — | — | — | $129K | 0.5% | |
| Vanguard Selected Val Vanguard | — | — | — | $120K | 0.5% | |
| Columbia Dividend Inc Inst2 Columbia | — | — | — | $31K | 0.1% |
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