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Original filing (PDF)20251015093246NAL0008539698001
RENEGADE GROUP, LLC
Form 5500
FILING_RECEIVED
RENEGADE 401(K) PLAN
401(k) retirement plan
Active participants
586
Accounts w/ balance
356
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENEGADE GROUP, LLC.
Plan sponsor
Name
RENEGADE GROUP, LLC
EIN
20-4671663
Address
3017 WEST 7TH STREET · SUITE 200 · FORT WORTH, TX · 76107
Phone
(682) 916-5805
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $0 | — |
Investments
26 direct securities· $7.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FA Freedom 2050 A Mutual Fund | — | — | — | $1.5M | 20.9% | |
| FA Freedom 2055 A Mutual Fund | — | — | — | $1.1M | 14.6% | |
| FA Freedom 2040 A Mutual Fund | — | — | — | $1.0M | 13.7% | |
| FA Freedom 2045 A Mutual Fund | — | — | — | $769K | 10.5% | |
| FA Freedom 2030 A Mutual Fund | — | — | — | $613K | 8.3% | |
| FA Freedom 2060 A Mutual Fund | — | — | — | $455K | 6.2% | |
| FA Freedom 2035 A Mutual Fund | — | — | — | $403K | 5.5% | |
| FA Freedom 2025 A Mutual Fund | — | — | — | $366K | 5.0% | |
| FID 500 Index Mutual Fund | — | — | — | $304K | 4.1% | |
| FA Freedom 2065 A Mutual Fund | — | — | — | $291K | 4.0% | |
| FA Total Bond A Mutual Fund ** 788 * FA Freedom Inc A Mutual Fund ** 584 * ABF Sm Cap Value A Mutual Fund ** 381 * Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $206K | 2.8% | |
| CBA Lg Cap Gr A Mutual Fund | — | — | — | $69K | 0.9% | |
| FID Mid Cap Idx Mutual Fund | — | — | — | $65K | 0.9% | |
| MFS Mid Cap Grth R3 Mutual Fund | — | — | — | $41K | 0.6% | |
| AF Amer Mutual R4 Mutual Fund | — | — | — | $37K | 0.5% | |
| FID Sm Cap Idx Mutual Fund | — | — | — | $25K | 0.3% | |
| MFS Mid Cap Value R3 Mutual Fund | — | — | — | $23K | 0.3% | |
| FA Freedom 2020 A Mutual Fund | — | — | — | $17K | 0.2% | |
| VS Emerging Mkts A Mutual Fund | — | — | — | $10K | 0.1% | |
| FID Govt Mmkt Dm Interest Bearing Cash | — | — | — | $9K | 0.1% | |
| JPM Govt Bond R3 Mutual Fund | — | — | — | $9K | 0.1% | |
| AB Sm Cap Grth A Mutual Fund | — | — | — | $7K | 0.1% | |
| FID Glb Ex Us Idx Mutual Fund | — | — | — | $4K | <0.1% | |
| MFS Ma Inv Trust R3 Mutual Fund | — | — | — | $3K | <0.1% | |
| FID Us Bond Idx Mutual Fund | — | — | — | $2K | <0.1% | |
| FA Freedom 2015 A Mutual Fund | — | — | — | $2K | <0.1% |
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