E. a. Renfroe 401(k) plan

E. a. Renfroe & Company, Inc., Birmingham, AL. EIN 58-2142437. Annual reports 2009–2024. Also filed as E.A. Renfroe & Co., Inc.

E. a. Renfroe & Company, Inc. has one active retirement plan on file, the E. a. Renfroe & Company, Inc. 401(k) Plan, with 4,927 participants and $30.3 million in assets in 2024. Fidelity has been its recordkeeper since 2021. No traditional pension plan appears in E. a. Renfroe's filings since 2009.

Active plans: 1
Participants: 4,927
Plan assets: $30.3 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Finance and insurance

The plan

E. a. Renfroe & Company, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 58-2142437
Participants (2024): 4,927
Net assets (2024): $30.3 million
Recordkeeper: FidelityEarlier: ADP (2015–2020), State Street (2009–2011)
Plan administrator: E. a. Renfroe & Company, Inc.
1800 International Park Drive, Suite 250
Birmingham, AL 35243
(205) 982-6230As filed for 2024
In effect since: January 1, 1999

Earlier sponsor: E.A. Renfroe & Co., Inc. (2009–2019).

Earlier plan names: E.A. Renfroe & Company, Inc. 401(k) Plan; E.A. Renfroe & Co., Inc. 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,927	$30.3 million	Fidelity
2023	797	$31.4 million	Fidelity
2022	1,352	$28.3 million	Fidelity
2021	1,119	$32.9 million	Fidelity
2020	910	$29.2 million	ADP
2019	6,001	$23.2 million	ADP
2018	1,385	$20.7 million	ADP
2017	1,657	$23.3 million	ADP
2016	2,709	$19.0 million	ADP
2015	1,817	$16.7 million	ADP
2014	1,584	$15.1 million	not listed
2013	2,599	$12.8 million	not listed
2012	3,536	$9.7 million	not listed
2011	2,917	$7.2 million	State Street
2010	614	$6.3 million	State Street
2009	699	$5.5 million	State Street

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the E. a. Renfroe & Company, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((205) 982-6230). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

E. a. Renfroe & Company, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in AL