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Original filing (PDF)20251015115037NAL0002244435001
RENOVO SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
RENOVO SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
597
Accounts w/ balance
655
Plan assets (EOY)
$26.0M
Net assets (EOY)
$26.0M
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 (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENOVO SOLUTIONS, LLC.
Plan sponsor
Name
RENOVO SOLUTIONS, LLC
EIN
26-4296033
Address
4 EXECUTIVE CIRCLE, SUITE 185 · IRVINE, CA · 92614
Phone
(888) 736-6861
Industry
Professional & Technical Servicessee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIECKHAFER SCHIFFER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $57K | — |
| KESTRA ADVISORY SERVICES LLC | 74-2794194 | — | NONE | $14K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
34 direct securities· $26.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $3.4M | 13.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $2.5M | 9.7% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $2.3M | 9.0% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $2.0M | 7.9% | |
| iShares MSCI Total International Index Fund Institutional | — | — | $1.7M | $2.0M | 7.8% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $1.9M | 7.2% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $1.7M | 6.6% | |
| Fidelity Advisor Technology-Class I | — | — | — | $1.5M | 5.6% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $1.4M | 5.4% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $1.2M | 4.4% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $1.1M | 4.4% | |
| T. Rowe Price Blue Chip - I | — | — | — | $734K | 2.8% | |
| Vanguard Mid Cap Index Adm | — | — | — | $610K | 2.3% | |
| J.P. Morgan Mid Cap Growth R6 | — | — | — | $523K | 2.0% | |
| Vanguard Small Cap Index Adm | — | — | — | $463K | 1.8% | |
| Interest rates ranging from * Participant Loans 4.25% - 10.50%, maturing through 2038 - | — | — | $461K | $461K | 1.8% | |
| Fidelity International Cap Appreciation Fund Institutional | — | — | — | $308K | 1.2% | |
| American Funds Balanced Fund R6 | — | — | — | $264K | 1.0% | |
| Value of Funds Held in Insurance Co. General Account (Unallocated Contracts) * AUL Stable Value Account Series A AUL Stable Value Account Series A | — | — | $253K | $256K | 1.0% | |
| American Funds New World Fund | — | — | — | $230K | 0.9% | |
| John Hancock Bond Fund R6 | — | — | — | $187K | 0.7% | |
| American Funds New World R6 American Funds New World R6 | — | — | $152K | $150K | 0.6% | |
| American Funds Inflation Linked Bond R6 | — | — | — | $150K | 0.6% | |
| iShares S&P 500 Index Fund K | — | — | — | $117K | 0.5% | |
| Alger Small Cap Focus Z | — | — | — | $105K | 0.4% | |
| Allspring Special Small Cap Value Fund R6 | — | — | — | $100K | 0.4% | |
| MFS® Mid Cap Value Fund R6 | — | — | — | $99K | 0.4% | |
| J.P. Morgan Unconstrained Debt-R6 | — | — | — | $96K | 0.4% | |
| Nuveen Real Estate | — | — | — | $61K | 0.2% | |
| American Funds American Mutual R6 | — | — | — | $52K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 | — | — | — | $35K | 0.1% | |
| PGIM Quant Solutions International | — | — | — | $24K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 | — | — | — | $19K | <0.1% | |
| Non-interest-bearing cash | — | — | — | $8K | <0.1% |
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