Section 403(b) Retirement Plan For Project Renewal Inc.
Sponsored by Project Renewal, Inc. · EIN 132602882 · Plan #002
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 881
- With balances
- 1,044
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $152,862 |
| Gelman Pension Consulting | Consulting (general), Direct payment from the plan | $20,806 |
| L.M. Kohn & Company | Consulting (general), Insurance services, Insurance brokerage commissions | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |