Renovo Solutions, LLC 401(K) Plan — Form 5500 plan (Renovo Solutions, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Renovo Solutions, LLC 401(K) Plan is a benefit plan reported by Renovo Solutions, LLC under EIN 26-4296033 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $20,209,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Renovo Solutions, LLC
EIN
26-4296033
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
437
End-of-year plan assets
$20,209,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023437H, C20241014173943NAL0015373523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,209,279
Total liabilities (EOY)
$0
Net assets (EOY)
$20,209,279
Net assets (BOY)
$15,441,236

Income & contributions

Employer contributions
$986,105
Participant contributions
$2,839,439
Total contributions
$5,028,058
Total income / additions
$8,075,647

Expenses & distributions

Benefits paid
$3,250,265
Administrative expenses
$57,339
Total expenses
$3,307,604
Net increase / (decrease)
$4,768,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$43,839not reported in the loaded dataset2023
Rbc Capital MarketsNONE$13,500not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages