Plan Ledger DOL Form 5500 · updated monthly

Renshaw and Renshaw Management Group, Inc.401(k)

RENSHAW AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN · HOPKINSVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.33%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Renshaw and Renshaw Management Group, Inc. reported $29,443 in plan administrative expenses for 2023: 0.33% of average plan assets, below the peer median. Employer contributions averaged $763 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Kentucky (498th of 871), and 2,785th of 5,215 in retail trade. In 2023, employees put in $3.91 for every $1.00 the employer contributed; active participation has grown from 137 to 242 since 2022.

Plan summary
Net assets, end of year$9,279,850
Participants with balances257
Active participants242
Employer contributions$184,577
Employee contributions$721,116
Employer contribution per active participant$763
Average account balance$36,108
Benefits paid to participants$904,228
Plan auditUnmodified (clean) audit opinion
AuditorHENDERSON, HUTCHERSON & MCCULLO
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 246 accts · $222K emplr
2023$9.3M · 257 accts · $185K emplr
2022$8.6M · 144 accts · $149K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,340
Investment management$22,103
Total administrative$29,443
The Renshaw and Renshaw Management Group, Inc. 401(k) match · 2023
Employer contribution per active participant$763
Median for plans this size$1,308
2024$884 per active participant
2023$763 per active participant
2022$1,085 per active participant

Renshaw and Renshaw Management Group, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$235
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$22,103
STIFFEL NICHOLAUS & CO INC$6,169
CAPITAL GROUP RETIREMENT PLAN SVCS$2,110
PENSIONMARK FIN GROUP LLC · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,079 · 0.07%
2023$29,443 · 0.33%
2022$30,117 · 0.33%
Similar plansRetail Trade · Kentucky

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Source: U.S. Department of Labor, Form 5500 series, EIN 611150072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.