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, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LM KOHN & COMPANY | — | CINCINNATI, OH | BROKER | $0 | — |
| NATIONAL FINANCIAL SERVICES |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan US Research Enhanced Eq R6 Mutual Fund | Other securities | — | — | $986K | 28.7% | |
| New York Life Insurance Company Guaranteed Interest Account - contract value | Common Stocks | — | — | $503K | 14.6% | |
| T. Rowe Price Gr Stock Mutual Fund | Other securities | — | — | $495K | 14.4% | |
| Fidelity Puritan | Mutual Funds | — | — | $243K | 7.1% | |
| Vanguard Strategic Small Cap Eq Inv Mutual Fund | Mutual Funds | — | — | $190K | 5.5% | |
| Vanguard Val Index Adm Mutual Fund | Mutual Funds | — | — | $172K | 5.0% | |
| MFS Intl Diversification R6 Mutual Fund | Mutual Funds | — | — | $170K | 4.9% | |
| Metropolitan West Total Ret Bd M Mutual Fund | Other securities | — | — | $160K | 4.7% | |
| Vanguard LifeStrategy Moderate Gr Mutual Fund | Mutual Funds | — | — | $132K | 3.8% | |
| Vanguard 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $111K | 3.2% | |
| Vanguard GNMA Admiral Mutual Fund - Vanguard LifeStrategy Consv Gr Mutual Fund | Agency / Mortgage-Backed | — | — | $83K | 2.4% | |
| Vanguard LifeStrategy Gr Mutual Fund | Mutual Funds | — | — | $72K | 2.1% | |
| Vanguard LifeStrategy Inc Mutual Fund | Mutual Funds | — | — | $60K | 1.8% | |
| Invesco Intl Sml-Mid Com Y Mutual Fund | Mutual Funds | — | — | $34K | 1.0% | |
| Vanguard Selected Val Mutual Fund | Mutual Funds | — | — | $10K | 0.3% | |
| Participants Notes Receivable with interest rates of 4.50% | Bonds / Notes | — | — | $4K | 0.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $4K | 0.1% | |
| State Street Bank & Trust Co. Unallocated Cash | Cash / Money Market | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3523567 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN PENSION CONSULTING, INC. | 13-3752538 | — | CONSULTING | $3K | — |
