Ashley Hattaway signed E. A. Renfroe & Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E. A. Renfroe & Company, Inc.'s EIN is 58-2142437.
Download the official 2024 Form 5500 (PDF) for E. A. Renfroe & Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E. A. Renfroe & Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS LLC | 63-1229657 | — | ADVISOR | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 IPR a | Mutual Funds | — | — | $4.6M | 15.2% | |
| Fidelity Freedom 2035 IPR a | Mutual Funds | — | — | $3.4M | 11.3% | |
| Fidelity Freedom 2020 IPR a | Mutual Funds | — | — | $3.2M | 10.5% | |
| Fidelity Large Cap Gr Idx a | Common Collective Trusts | — | — | $3.0M | 9.9% | |
| Fidelity Freedom 2040 IPR a | Mutual Funds | — | — | $2.9M | 9.4% | |
| Fidelity Freedom 2045 IPR a | Mutual Funds | — | — | $2.1M | 6.8% | |
| Fidelity Freedom 2025 IPR a | Mutual Funds | — | — | $2.0M | 6.7% | |
| Fidelity Freedom 2050 IPR a | Mutual Funds | — | — | $1.7M | 5.7% | |
| Mellon Stable Val M a | Other securities | — | — | $1.6M | 5.2% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $1.5M | 4.9% | |
| Fidelity Freedom 2015 IPR a | Mutual Funds | — | — | $1.3M | 4.2% | |
| Fidelity Freedom 2055 IPR a | Mutual Funds | — | — | $1.0M | 3.4% | |
| Participant Loans Interest rates range from 4.25% to 10.25%, various maturities a | Bonds / Notes | — | — | $797K | 2.6% | |
| Fidelity 500 Index a | Common Collective Trusts | — | — | $520K | 1.7% | |
| Fidelity Large Cap Val Idx a | Common Collective Trusts | — | — | $352K | 1.2% | |
| Vanguard Md Cap Gr Idx Adm a | Common Collective Trusts | — | — | $263K | 0.9% | |
| Fidelity Freedom 2060 IPR a | Mutual Funds | — | — | $238K | 0.8% | |
| Vanguard MD Cap Val Idx Adm a | Common Collective Trusts | — | — | $224K | 0.7% | |
| Vanguard Hi Yield Corp Adm a | Mutual Funds | — | — | $223K | 0.7% | |
| Vanguard Sm Cap Gr Idx Adm a | Common Collective Trusts | — | — | $176K | 0.6% | |
| Avantis EM Eq Inst a | Other securities | — | — | $145K | 0.5% | |
| Avantis US Sm Cap Val IS a | Other securities | — | — | $119K | 0.4% | |
| Fidelity Intl Index a | Mutual Funds | — | — | $107K | 0.4% | |
| Vanguard Div Appr Adm a | Mutual Funds | — | — | $102K | 0.3% | |
| Fidelity US Bond Idx a | Common Collective Trusts | — | — | $77K | 0.3% | |
| DFA Intl Small Co I a | Mutual Funds | — | — | $73K | 0.2% | |
| Avantis US Lg Cap Val IS a | Other securities | — | — | $64K | 0.2% | |
| Fidelity Freedom 2010 IPR a | Mutual Funds | — | — | $56K | 0.2% | |
| Fidelity Govt Mmkt K6 a 412 * Fidelity Freedom 2065 IPR a | Mutual Funds | — | — | $44K | 0.1% | |
| Vanguard Intm Inv Gr Adm a | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity Freedom Idx Inc IPR a | Common Collective Trusts | — | — | $11K | <0.1% | |
| Fidelity Infl Pr Bd Idx a | Common Collective Trusts | — | — | $9K | <0.1% | |
| Vanguard C&S Institutional Realty Shs a | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLANDS ACCOUNTING GROUP, INC | — | HOOVER, AL | ACCOUNTANT | $6K | — |
