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Original filing (PDF)20250903145317NAL0009146355001
RENSHAW AND RENSHAW MANAGEMENT GROUP, INC.
Form 5500
FILING_RECEIVED
RENSHAW AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
251
Accounts w/ balance
246
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENSHAW AND RENSHAW MANAGEMENT GROUP, INC..
Plan sponsor
Name
RENSHAW AND RENSHAW MANAGEMENT GROUP, INC.
EIN
61-1150072
Address
PO BOX 1050 · HOPKINSVILLE, KY · 42241
Phone
(270) 886-9099
Industry
Retail Tradesee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HENDERSON, HUTCHERSON & MCCULLO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $7K | — |
| PENSIONMARK FIN GROUP LLC | 61-1758632 | — | NONE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $16.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.9M
28 holdings
Pooled Separate Account
$7.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7.4M | 81.5% | |
| American United Life Insurace Stable Value Account | — | — | — | $1.4M | 15.7% | |
| JPMORGAN EQUITY INCOME R6 MUTUAL FUND SHARES 0 | — | — | — | $738K | 8.1% | |
| MFS International Diversification RG | — | — | — | $714K | 7.8% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $634K | 7.0% | |
| Janus Henderson World Bond N | — | — | — | $598K | 6.6% | |
| State Street Real Asst Non-Lending Series Fnd - C | — | — | — | $487K | 5.3% | |
| Clearbridge Large Cap Growth Fund - Class IS | — | — | — | $408K | 4.5% | |
| Western Asset Core Plus Bond IS | — | — | — | $316K | 3.5% | |
| American Centry Inflation Adjust Bond R6 | — | — | — | $282K | 3.1% | |
| State Street S & P 500 Index SL Ii | — | — | — | $282K | 3.1% | |
| American Century Emerging Mkts R6 | — | — | — | $267K | 2.9% | |
| John Hancock Bond R6 | — | — | — | $258K | 2.8% | |
| American Century Midcap Val R6 | — | — | — | $253K | 2.8% | |
| PIMCO Total Return Fund II | — | — | — | $244K | 2.7% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $231K | 2.5% | |
| Mass Mutual Small Cap Gr Eq I | — | — | — | $224K | 2.5% | |
| AMERICAN CENTURY AMERCENT SMCAP VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $223K | 2.5% | |
| American Funds American High-Income R6 | — | — | — | $219K | 2.4% | |
| Cohen & Steers Realty Shares L | — | — | — | $203K | 2.2% | |
| Fidelity Total International Index | — | — | — | $195K | 2.1% | |
| Fidelity Advanced International Small Cap Z | — | — | — | $185K | 2.0% | |
| Notes receivable from participants 3.25 - 8.50% -0- | — | — | — | $183K | 2.0% | |
| Victory Pioneer Strategic Income R6 | — | — | — | $162K | 1.8% | |
| State Street Russll Small Cap Index L II | — | — | — | $108K | 1.2% | |
| PIMCO COMMOD REAL RET STRAT I MUTUAL FUND SHARES 0 | — | — | — | $55K | 0.6% | |
| Lord Abbett High Yield Fund Class R6 | — | — | — | $23K | 0.3% | |
| Amount Date Withheld Remitted $ 35 5/28/2022 35 - 54 9/9/2022 54 - 16,197 11/11/2023 1/26/2024 X - | — | — | — | $16K | 0.2% | |
| Janus Henderson Balanced N Fund | — | — | — | $8K | <0.1% |