How big is Vanguard Renewables' plan?

Vanguard Renewables' plan reported $7.7M in assets and 233 participants for 2024.

Original filing (PDF)20251015120931NAL0002380499001

Vanguard Renewables

Name: Vanguard Renewables — Vanguard Renewables 401(k), Form 5500 (2024)
Creator: Vanguard Renewables
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vanguard Renewables 401(k) Plan

401(k) retirement plan · Vanguard Renewables' Vanguard Renewables 401(k) Plan held $7.7M in plan assets for 233 participants in 2024, with Fidelity as recordkeeper.

Active participants

233

Accounts w/ balance

233

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Vanguard Renewables' EIN is 61-1871323.

EIN 61-1871323

Plan number 001

Plan year 2024

ACK ID 20251015120931NAL0002380499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vanguard Renewables from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vanguard Renewables' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VANGUARD RENEWABLES.

Finding similar companies…

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

VANGUARD RENEWABLES

EIN

all filings

Address

133 BOSTON POST ROAD · BUILDING 15 - 2ND FLOOR · WESTON, MA · 02493

Phone

(781) 232-7597

Industry

Manufacturing

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS	04-2654524	—	ADVISOR	$668	—

Investments

26 direct securities· $7.7M(100% of reported assets)

Mutual Funds

$5.3M

11 holdings

Common Collective Trusts

$2.2M

14 holdings

Other securities

$160K

1 holding

					% of plan
Fidelity Investments 500 Index Fund	Common Collective Trusts	—	—	$1.2M	15.1%
Fidelity Investments Freedom Index 2060 Fund Investor Class	Mutual Funds	—	—	$1.1M	14.1%
Fidelity Investments Freedom Index 2045 Fund Investor Class	Mutual Funds	—	—	$1.1M	13.6%
Fidelity Investments Freedom Index 2040 Fund Investor Class	Mutual Funds	—	—	$769K	9.9%
Fidelity Investments Large Cap Growth Index Fund	Common Collective Trusts	—	—	$558K	7.2%
Fidelity Investments Freedom Index 2035 Fund Investor Class	Mutual Funds	—	—	$467K	6.0%
Fidelity Investments Freedom Index 2055 Fund Investor Class	Mutual Funds	—	—	$438K	5.6%
Fidelity Investments Freedom Index 2050 Fund Investor Class	Mutual Funds	—	—	$431K	5.6%
Fidelity Investments Freedom Index 2030 Fund Investor Class	Mutual Funds	—	—	$391K	5.0%
Fidelity Investments Freedom Index 2065 Fund Investor Class	Mutual Funds	—	—	$333K	4.3%
Fidelity Investments Total Bond K6 Fund	Mutual Funds	—	—	$194K	2.5%
Participants through 2029 0	Other securities	—	—	$160K	2.1%
Fidelity Investments ex U.S. Index Fund	Common Collective Trusts	—	—	$100K	1.3%
Fidelity Investments Freedom Index 2025 Fund Investor Class	Mutual Funds	—	—	$100K	1.3%
Fidelity Investments Large Cap Value Index Fund	Common Collective Trusts	—	—	$86K	1.1%
Fidelity Investments Mid Cap Index Fund	Common Collective Trusts	—	—	$75K	1.0%
Fidelity Investments Government Money Markey Fund Class K6	Mutual Funds	—	—	$67K	0.9%
Fidelity Investments Emerging Markets Index Fund	Common Collective Trusts	—	—	$59K	0.8%
Fidelity Investments Mid Cap Growth Index Fund	Common Collective Trusts	—	—	$54K	0.7%
Fidelity Investments Small Cap Index Fund	Common Collective Trusts	—	—	$50K	0.6%
Fidelity Investments Small Cap Growth Index Fund	Common Collective Trusts	—	—	$28K	0.4%
Fidelity Investments Mid Cap Value Index Fund	Common Collective Trusts	—	—	$26K	0.3%
Fidelity Investments Real Estate Index Fund	Common Collective Trusts	—	—	$19K	0.2%
Fidelity Investments Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$12K	0.2%
Fidelity Investments U.S. Bond Index Fund	Common Collective Trusts	—	—	$9K	0.1%
Fidelity Investments Small Cap Value Index Fund	Common Collective Trusts	—	—	$7K	<0.1%