Renovo Solutions, Llc 401(k) Plan
Sponsored by Renovo Solutions, Llc · EIN 264296033 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 597
- With balances
- 655
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $56,702 |
| Kestra Advisory Services Llc | Investment advisory (plan), Direct payment from the plan | $13,750 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |