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Original filing (PDF)20251224101412NAL0012190913001
PROJECT RENEWAL, INC.
Form 5500
FILING_RECEIVED
PROJECT RENEWAL, INC. EMPLOYEES' RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 3
Late filing · 1.3 mo27% in single holding~85 bps in Sched C fees
Active participants
46
Accounts w/ balance
435
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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)
87
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.3 months past the 10.5-month grace window.
- Top holding "JPMorgan US Research Enhanced Eq R6 Mutual Fund" is 27% of plan.
- 85 bps in Schedule C fees — 63% above peer band of 52 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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed 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 | $26K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LM KOHN & COMPANY | — | CINCINNATI, OH | BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING, INC. | 13-3752538 | — | CONSULTING | $3K | — |
Investments
19 direct securities· $3.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan US Research Enhanced Eq R6 Mutual Fund | — | — | — | $986K | 28.7% | |
| New York Life Insurance Company Guaranteed Interest Account - contract value | — | — | — | $503K | 14.6% | |
| T. Rowe Price Gr Stock Mutual Fund | — | — | — | $495K | 14.4% | |
| Fidelity Puritan | — | — | — | $243K | 7.1% | |
| Vanguard Strategic Small Cap Eq Inv Mutual Fund | — | — | — | $190K | 5.5% | |
| Vanguard Val Index Adm Mutual Fund | — | — | — | $172K | 5.0% | |
| MFS Intl Diversification R6 Mutual Fund | — | — | — | $170K | 4.9% | |
| Metropolitan West Total Ret Bd M Mutual Fund | — | — | — | $160K | 4.7% | |
| Vanguard LifeStrategy Moderate Gr Mutual Fund | — | — | — | $132K | 3.8% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $111K | 3.2% | |
| Vanguard GNMA Admiral Mutual Fund - Vanguard LifeStrategy Consv Gr Mutual Fund | — | — | — | $83K | 2.4% | |
| Vanguard LifeStrategy Gr Mutual Fund | — | — | — | $72K | 2.1% | |
| Vanguard LifeStrategy Inc Mutual Fund | — | — | — | $60K | 1.8% | |
| Invesco Intl Sml-Mid Com Y Mutual Fund | — | — | — | $34K | 1.0% | |
| Vanguard Selected Val Mutual Fund | — | — | — | $10K | 0.3% | |
| Participants Notes Receivable with interest rates of 4.50% | — | — | — | $4K | 0.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $4K | 0.1% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $4K | 0.1% | |
| State Street Bank & Trust Co. Unallocated Cash | — | — | — | $4K | 0.1% |
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