Original filing (PDF)20250728150355NAL0005125714001

THE RENN WEALTH MANAGEMENT GROUP, INC

Name: THE RENN WEALTH MANAGEMENT GROUP, INC — THE RENN WEALTH MANAGEMENT GROUP 401K PLAN, Form 5500 (2024)
Creator: THE RENN WEALTH MANAGEMENT GROUP, INC

Form 5500-SF

FILING_RECEIVED

THE RENN WEALTH MANAGEMENT GROUP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE RENN WEALTH MANAGEMENT GROUP, INC.

Plan sponsor

Name

THE RENN WEALTH MANAGEMENT GROUP, INC

EIN

58-2641293

Address

3205 PACES FERRY PLACE NW · ATLANTA, GA · 303051308

Phone

(404) 467-9882

Industry

Finance & Insurancesee 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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TSWII MANAGEMENT COMPANY

TSWII MANAGEMENT COMPANY 401K PLAN

$2.0M · 7 participants

ARJUNA CAPITAL

ARJUNA CAPITAL RETIREMENT PLAN

$2.0M · 13 participants

SMITH THORNTON ADVISORS, LLC

SMITH THORNTON ADVISORS 401(K) RETIREMENT PLAN

$2.0M · 9 participants

THE LIFE ASSOCIATES, INC.

THE LIFE ASSOCIATES, INC. & BLANKENSHIP 401(K) PLAN

$2.0M · 11 participants

ATHERTON WEALTH ADVISORS, INC.

ATHERTON WEALTH ADVISORS, INC. 401(K) PLAN