Back to filter
Original filing (PDF)20251010122227NAL0004233683002
RENFRO BRANDS LLC
Form 5500
FILING_RECEIVED
RENFRO RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,076
Accounts w/ balance
858
Plan assets (EOY)
$44.2M
Net assets (EOY)
$44.2M
How this plan invests
This plan
27 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 RENFRO BRANDS LLC.
Plan sponsor
Name
RENFRO BRANDS LLC
EIN
56-0375140
Address
661 LINVILLE ROAD · MOUNT AIRY, NC · 27030
Phone
(336) 719-8000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BUTLER + BURKE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $113K | — |
Investments
27 direct securities· $44.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party or maturity value Cost ** value * Corebridge VALIC Fixed Interest Option | — | — | — | $10.5M | 23.8% | |
| American Funds American Fnds Cp Wrld G/I R3 | — | — | — | $5.0M | 11.4% | |
| JP Morgan JP Morgan Large Cap Grwth R2 | — | — | — | $3.5M | 7.9% | |
| American Funds Amer Funds Europac R3 | — | — | — | $3.2M | 7.2% | |
| MFS Blended Research Cor Eq R3 | — | — | — | $3.1M | 6.9% | |
| Voya Intermediate Bond A | — | — | — | $2.9M | 6.6% | |
| Fidelity 500 Index Instl Prem | — | — | — | $2.8M | 6.3% | |
| Janus Henderson Janus Henderson Enterprises | — | — | — | $2.0M | 4.6% | |
| Columbia Threadneedle Columbia Small Cap Idx Instl 2 | — | — | — | $2.0M | 4.5% | |
| American Funds Amer Funds Amer Bal R3 | — | — | — | $1.5M | 3.5% | |
| Columbia Threadneedle Columbia Mid Cap Index A | — | — | — | $1.5M | 3.5% | |
| Putnam Large Cap Value Fund A | — | — | — | $1.1M | 2.6% | |
| Nuveen Real Estate Sec A | — | — | — | $745K | 1.7% | |
| American Century Amer Cent Us Govt Mmkt Inv | — | — | — | $580K | 1.3% | |
| T. Rowe Price T Rowe Price Retirement 2035 R | — | — | — | $504K | 1.1% | |
| T. Rowe Price T Rowe Price Retirement 2045 R | — | — | — | $449K | 1.0% | |
| T. Rowe Price T Rowe Price Retirement 2060 R | — | — | — | $430K | 1.0% | |
| T. Rowe Price T Rowe Price Rtmt 2040 R | — | — | — | $385K | 0.9% | |
| T. Rowe Price T Rowe Price Retirement 2055 R | — | — | — | $365K | 0.8% | |
| T. Rowe Price T. Rowe Price Rtmt 2050 R | — | — | — | $353K | 0.8% | |
| Delaware Small Cap Core I | — | — | — | $347K | 0.8% | |
| T. Rowe Price T Rowe Price Rtmt 2030 R | — | — | — | $249K | 0.6% | |
| Allspring Real Retrn Fd Admin | — | — | — | $230K | 0.5% | |
| Allspring Sp Md Cp Val Fund A | — | — | — | $186K | 0.4% | |
| T. Rowe Price T Rowe Price Retirement 2025 R | — | — | — | $91K | 0.2% | |
| T. Rowe Price T Rowe Price Rtmt 2020 R | — | — | — | $79K | 0.2% | |
| T. Rowe Price T Rowe Price Rtmt 2010 R | — | — | — | $2K | <0.1% |