Project Renewal, Inc.'s EIN is 13-2602882.
Download the official 2024 Form 5500 (PDF) for Project Renewal, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Project Renewal, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING | 13-3752538 | — | CONSULTANT | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Intl Diversification R6 MFS | Mutual Funds | — | — | $2.7M | 11.4% | |
| Vanguard 500 Index Adm Vanguard | Common Collective Trusts | — | — | $2.7M | 11.3% | |
| Vanguard LifeStrategy Inc Vanguard | Mutual Funds | — | — | $2.3M | 9.8% | |
| New York Life Insurance Company Guaranteed Interest Account - contract value | Common Stocks | — | — | $2.2M | 9.2% | |
| JPMorgan US Research Enhanced Eq R6 JPMorgan | Other securities | — | — | $2.0M | 8.6% | |
| Vanguard LifeStrategy Moderate Gr Vanguard | Mutual Funds | — | — | $1.8M | 7.5% | |
| Vanguard LifeStrategy Consv Gr Vanguard | Mutual Funds | — | — | $1.6M | 6.7% | |
| Vanguard LifeStrategy Gr Vanguard | Mutual Funds | — | — | $1.6M | 6.7% | |
| Vanguard Val Index Adm Vanguard | Mutual Funds | — | — | $1.1M | 4.6% | |
| Fidelity Puritan Fidelity | Mutual Funds | — | — | $1.0M | 4.4% | |
| Vanguard Strategic Small Cap Eq Inv Vanguard | Mutual Funds | — | — | $924K | 3.9% | |
| T. Rowe Price Gr Stock T. Rowe Price | Other securities | — | — | $875K | 3.7% | |
| Metropolitan West Total Ret Bd M Metropolitan West | Other securities | — | — | $749K | 3.2% | |
| Vanguard Mid Cap Index Adm Vanguard | Mutual Funds | — | — | $345K | 1.5% | |
| Vanguard Small Cap Index Adm Vanguard | Mutual Funds | — | — | $248K | 1.0% | |
| Invesco Intl Sml-Mid Com Y Invesco | Mutual Funds | — | — | $192K | 0.8% | |
| Goldman Sachs Small/Md cp Gr Instl Goldman Sachs | Other securities | — | — | $173K | 0.7% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $146K | 0.6% | |
| Vanguard GNMA Admiral Vanguard | Agency / Mortgage-Backed | — | — | $129K | 0.5% | |
| Vanguard Selected Val Vanguard | Mutual Funds | — | — | $120K | 0.5% | |
| Columbia Dividend Inc Inst2 Columbia | Common Stocks | — | — | $31K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| L.M. KOHN & COMPANY | — | CINCINNATI, OH | BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
