How big is Redgrave LLP's plan?

Redgrave LLP's plan reported $21.1M in assets and 140 participants for 2024.

Original filing (PDF)20251013163157NAL0000822195001

Redgrave LLP

Name: Redgrave LLP — Redgrave LLP 401(k) Plan, Form 5500 (2024)
Creator: Redgrave LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Redgrave LLP 401(k) Plan

401(k) retirement plan · Redgrave LLP's Redgrave LLP 401(k) Plan held $21.1M in plan assets for 140 participants in 2024.

Signals · 1

Late participant contributions

Active participants

140

Accounts w/ balance

197

Plan assets (EOY)

$21.1M

Net assets (EOY)

$21.1M

People on this filing

Michael J Bonanno signed Redgrave LLP's 2024 Form 5500 as plan administrator.

Michael J Bonanno — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Redgrave LLP's EIN is 27-3206548.

EIN 27-3206548

Plan number 001

Plan year 2024

ACK ID 20251013163157NAL0000822195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Redgrave LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Redgrave LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REDGRAVE LLP.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 103K (3% of contributions).

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

REDGRAVE LLP

EIN

all filings

Address

4800 WESTFIELDS BLVD. · SUITE 250 · CHANTILLY, VA · 20151

Phone

(703) 592-1155

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

No Schedule C providers reported

Investments

36 direct securities· $19.9M(95% of reported assets)

Other securities

$13.6M

30 holdings

Common Collective Trusts

$5.5M

4 holdings

Common Stocks

$821K

2 holdings

					% of plan
Lincoln 500 Index Fund	Common Collective Trusts	—	—	$4.0M	18.8%
Lincoln Target Retirement 2045 Fund	Other securities	—	—	$2.3M	11.1%
Lincoln Target Retirement 2035 Fund	Other securities	—	—	$2.0M	9.5%
Lincoln The Growth Fund of America	Other securities	—	—	$1.2M	5.8%
Lincoln Aggregate Bond Institutional Fund	Other securities	—	—	$1.2M	5.8%
Lincoln Mid Cap Value Index Fund	Common Collective Trusts	—	—	$901K	4.3%
Lincoln Target Retirement 2025 Fund	Other securities	—	—	$791K	3.8%
Lincoln Capital World Growth and Income Fund	Other securities	—	—	$774K	3.7%
Lincoln Target Retirement 2050 Fund	Other securities	—	—	$709K	3.4%
Lincoln Investment Company of America	Common Stocks	—	—	$664K	3.1%
Lincoln Target Retirement 2040 Fund	Other securities	—	—	$647K	3.1%
Lincoln Developed Markets Index Fund	Common Collective Trusts	—	—	$630K	3.0%
Lincoln Equity Income Fund	Other securities	—	—	$511K	2.4%
Lincoln Target Retirement 2055 Fund	Other securities	—	—	$444K	2.1%
Lincoln Target Retirement 2030 Fund	Other securities	—	—	$415K	2.0%
Lincoln LifeStrategy Growth Fund	Other securities	—	—	$409K	1.9%
Lincoln Target Retirement 2070 Fund ** 306 * Lincoln Mid Cap Growth Fund	Other securities	—	—	$324K	1.5%
Lincoln Target Retirement 2060 Fund	Other securities	—	—	$264K	1.3%
Lincoln International Growth Fund	Other securities	—	—	$235K	1.1%
Lincoln LifeStrategy Moderate Growth Fund	Other securities	—	—	$229K	1.1%
Lincoln High Yield Corporate Fund	Other securities	—	—	$183K	0.9%
Lincoln Short Term Institututional Fund ** 295 * Lincoln Small Company Fund	Common Stocks	—	—	$158K	0.7%
Lincoln Target Retirement Income Fund	Other securities	—	—	$154K	0.7%
Lincoln New World Fund	Other securities	—	—	$152K	0.7%
Lincoln Small Cap Value Index NL Fund	Other securities	—	—	$131K	0.6%
Lincoln Income Fund Institution	Other securities	—	—	$128K	0.6%
Lincoln Inflation-Protected Securities Fund	Other securities	—	—	$88K	0.4%
Lincoln Foreign Bond (U.S. Dollar-Hedged) Fund	Other securities	—	—	$83K	0.4%
Lincoln Target Retirement 2065 Fund	Other securities	—	—	$38K	0.2%
Lincoln Commodity Real Return Strategy Fund	Other securities	—	—	$36K	0.2%
Lincoln International Value Fund	Other securities	—	—	$30K	0.1%
Lincoln Target Retirement 2020 Fund	Other securities	—	—	$20K	<0.1%
Lincoln LifeStrategy Income Fund	Other securities	—	—	$17K	<0.1%
Lincoln REIT Index Fund	Common Collective Trusts	—	—	$15K	<0.1%
The Lincoln National Life	Other securities	—	—	$4K	<0.1%
Lincoln LifeStrategy Conservative Growth Fund	Other securities	—	—	$1K	<0.1%