How big is Renewal Inc.'s plan?

Renewal Inc.'s plan reported $9.9M in assets and 110 participants for 2023.

Original filing (PDF)20250415102405NAL0001377395001

Renewal Inc.

Name: Renewal Inc. — Renewal, Inc. Money Purchase Pension, Form 5500 (2023)
Creator: Renewal Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Renewal, Inc. Money Purchase Pension Plan

Defined-contribution retirement plan · Renewal Inc.'s Renewal, Inc. Money Purchase Pension Plan held $9.9M in plan assets for 110 participants in 2023.

Signals · 1

No recordkeeper disclosed

Active participants

110

Accounts w/ balance

325

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.8M

People on this filing

Richard Shenk signed Renewal Inc.'s 2023 Form 5500 as plan administrator.

Richard Shenk — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Renewal Inc.'s EIN is 25-1312968.

EIN 25-1312968

Plan number 001

Plan year 2023

ACK ID 20250415102405NAL0001377395001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Renewal Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Renewal Inc.'s plan includes money-purchase contributions, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RENEWAL INC..

Finding similar companies…

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

RENEWAL INC.

EIN

all filings

Address

700 5TH AVENUE · FIFTH FLOOR · PITTSBURGH, PA · 15219

Phone

(412) 690-2445

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS & CO., INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
HEFREN-TILLOTSON, INC.	—	PITTSBURGH, PA	BROKER	$49K	—

Investments

37 direct securities· $9.9M(100% of reported assets)

Other securities

$5.7M

17 holdings

Mutual Funds

$3.3M

7 holdings

Bonds / Notes

$546K

12 holdings

Common Stocks

$316K

1 holding

					% of plan
Fidelity Equity Growth	Mutual Funds	—	$664K	$863K	8.7%
Fundamental Investors Fund Class F-3	Other securities	—	$460K	$688K	7.0%
New World Fund Class F-3	Other securities	—	$515K	$668K	6.7%
Vanguard Cash Reserves Federal Money Market Admiral Class	Mutual Funds	—	$639K	$639K	6.5%
J.P. Morgan U.S. Value CL R6	Other securities	—	$478K	$545K	5.5%
Dodge & Cox Income Fund	Mutual Funds	—	$541K	$510K	5.2%
Vanguard Primecap Core Fund	Mutual Funds	—	$229K	$465K	4.7%
New Perspective Fund Class F-3	Other securities	—	$368K	$465K	4.7%
American Mutual Fund Class F-3	Other securities	—	$283K	$436K	4.4%
Capital World Growth & Income Fund Class F-3	Other securities	—	$339K	$432K	4.4%
J.P. Morgan Large Cap Growth	Other securities	—	$318K	$428K	4.3%
PIMCO Income Fund Institutional Class	Mutual Funds	—	$393K	$377K	3.8%
Massachusettes Financial Services Company Mid Cap Value Fund Class I	Common Stocks	—	$237K	$316K	3.2%
Income Fund of America Fund Class F-3	Other securities	—	$222K	$288K	2.9%
Federated Hermes Kaufmann Fund Class IS	Other securities	—	$315K	$280K	2.8%
FPA Crescent Portfolio	Other securities	—	$206K	$279K	2.8%
Dreyfus Government Cash	Mutual Funds	—	$243K	$243K	2.5%
Fidelity Advisor Small Cap Value Fund Class Z	Mutual Funds	—	$235K	$217K	2.2%
Federated Institutional High Yield Bond	Other securities	—	$231K	$211K	2.1%
Harding Loevner International Equity Portfolio Instituitional Class	Other securities	—	$179K	$205K	2.1%
J.P. Morgan Equity Income - CL R6	Other securities	—	$193K	$198K	2.0%
Federated Kaufmann Smal Cap	Other securities	—	$160K	$183K	1.8%
Federated Strategic Income Fund Class IS	Other securities	—	$191K	$164K	1.7%
J.P. Morgan Income Builder Fund	Other securities	—	$154K	$145K	1.5%
Baird Aggregate Bond	Other securities	—	$103K	$105K	1.1%
Fixed-Income Securities Austin, TX $75,000 Note; Maturity Date 09/01/29; 2.734%	Bonds / Notes	—	$76K	$69K	0.7%
Bowling Green Ohio City School District $100,000 Note; Maturity Date 12/01/33; 0.0%	Bonds / Notes	—	$78K	$62K	0.6%
Elgin, Ohio School District $50,000 Note; Maturity Date 8/31/27; 5.499%	Bonds / Notes	—	$50K	$50K	0.5%
Licking Heights, Ohio School District $50,000 Note; Maturity Date 9/01/27; 5.55%	Bonds / Notes	—	$50K	$50K	0.5%
Compass BK Birmingham $50,000 Note; Maturity Date 4/01/26; 5.900%	Bonds / Notes	—	$52K	$50K	0.5%
Exxon Mobile Corporation $50,000 Note; Maturity Date 03/01/26; 3.043%	Bonds / Notes	—	$48K	$48K	0.5%
CitiGroup Global Market $50,000 Note; Maturity Date 08/30/27; 4.6%	Bonds / Notes	—	$50K	$48K	0.5%
Clinton County, PA $50,000 Note; Maturity Date 12/01/28; 3.616%	Bonds / Notes	—	$50K	$48K	0.5%
Cuyahoga County OH Economic Dev Rev $50,000 Note: Maturity Date 06/01/30; 2.85%	Bonds / Notes	—	$50K	$44K	0.4%
Springfield, MO $35,000 Note; Maturity Date 03/01/28; 3.75%	Bonds / Notes	—	$37K	$33K	0.3%
Reading, PA $25,000 Note; Maturity Date 11/01/29; 4.250%	Bonds / Notes	—	$25K	$24K	0.2%
Pennsylvania State First Series B Build America $50,000 Note; Maturity Date 2/15/26; 4.650%	Bonds / Notes	—	$20K	$20K	0.2%