What public Form 5500 filings show about the Red Oak Strategic, LLC. 401(k) plan — and how to find and check your own account.
Red Oak Strategic, LLC. (EIN 47-3274105) reports RED OAK STRATEGIC 401(K) on its most recent Form 5500, with $779K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Red Oak Strategic, LLC. filing — schedules, fees, and providers.
Red Oak Strategic, LLC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Red Oak Strategic, LLC.HR for the recordkeeper’s name and login.
