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Original filing (PDF)20250731085633NAL0002454499001
RENNES GROUP, INC.
Form 5500
FILING_RECEIVED
RENNES GROUP, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
1,053
Accounts w/ balance
463
Plan assets (EOY)
$31.3M
Net assets (EOY)
$31.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENNES GROUP, INC..
Plan sponsor
Name
RENNES GROUP, INC.
EIN
39-1834420
Address
261 FRENCH STREET · PESHTIGO, WI · 54157
Phone
(715) 582-2200
Industry
Health Care & Social Assistancesee 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
2025-07-31
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KERBERROSE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $95K | — |
Investments
12 direct securities · 3 pooled funds· $2.3M(7% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.2M
3 holdings
Uncategorized
$1.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| MORLEY INCOME FUND III | — | — | — | $312K | 1.0% | |
| MORLEY INCOME FUND I | — | — | — | $180K | 0.6% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $162K | 0.5% | |
| MORLEY INCOME FUND IV | — | — | — | $102K | 0.3% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $97K | 0.3% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $87K | 0.3% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $83K | 0.3% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $42K | 0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $40K | 0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $34K | 0.1% | |
| MORLEY INCOME FUND II | — | — | — | $21K | <0.1% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $646 | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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