Michelle Laswell signed Red Oak LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Red Oak LLC's EIN is 20-5949898.
Download the official 2024 Form 5500 (PDF) for Red Oak LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Red Oak LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 7 Matrix Trust Company Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $372K | 44.0% | |
| 6 Matrix Trust Company Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $232K | 27.5% | |
| 4 Matrix Trust Company Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $110K | 13.0% | |
| 2 Matrix Trust Company Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $65K | 7.7% | |
| 5 Matrix Trust Company Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $48K | 5.6% | |
| Notes Receivable from Participants Maturing at various times through 2028 -0- | Other securities | — | — | $13K | 1.6% | |
| 3 Matrix Trust Company Vanguard Short-Term Inflation-Protected Securities Index Fund | Common Collective Trusts | — | — | $5K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
