How big is Red Oak Mortgage, Inc.'s plan?

Red Oak Mortgage, Inc.'s plan reported $1.2M in assets and 16 participants for 2025.

Original filing (PDF)20260422220129NAL0002212355067

Red Oak Mortgage, Inc.

Name: Red Oak Mortgage, Inc. — Red Oak Mortgage 401(k), Form 5500 (2025)
Creator: Red Oak Mortgage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Red Oak Mortgage 401(k) Plan

401(k) retirement plan · Red Oak Mortgage, Inc.'s Red Oak Mortgage 401(k) Plan held $1.2M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Red Oak Mortgage, Inc.'s EIN is 20-2642640.

EIN 20-2642640

Plan number 001

Plan year 2025

ACK ID 20260422220129NAL0002212355067

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Red Oak Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Red Oak Mortgage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RED OAK MORTGAGE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score