Mike Jewett signed Redwood Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Redwood Software, Inc.'s EIN is 33-0906132.
Download the official 2024 Form 5500 (PDF) for Redwood Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Redwood Software, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan LG CAP GROWTH R6 | Other securities | — | — | $4.9M | 19.7% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $3.1M | 12.5% | |
| Fidelity FDM IDX 2045 IPR | Common Collective Trusts | — | — | $2.8M | 11.5% | |
| Fidelity FDM IDX 2055 IPR | Common Collective Trusts | — | — | $2.6M | 10.6% | |
| Fidelity FDM IDX 2040 IPR | Common Collective Trusts | — | — | $2.5M | 10.3% | |
| Fidelity FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.4M | 5.7% | |
| Fidelity FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.2M | 5.0% | |
| Putnam LG CAP VAL R6 | Mutual Funds | — | — | $690K | 2.8% | |
| Fidelity FDM IDX 2030 IPR | Common Collective Trusts | — | — | $627K | 2.5% | |
| American Century MD CP VAL R6 | Other securities | — | — | $604K | 2.5% | |
| American Funds BALANCED R6 | Mutual Funds | — | — | $459K | 1.9% | |
| Fidelity GOVT MMKT K6 | Mutual Funds | — | — | $417K | 1.7% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | — | $405K | 1.6% | |
| Fidelity FDM IDX 2060 IPR | Common Collective Trusts | — | — | $404K | 1.6% | |
| Fidelity FDM IDX 2025 IPR | Common Collective Trusts | — | — | $380K | 1.5% | |
| Fidelity SM CAP IDX | Common Collective Trusts | — | — | $367K | 1.5% | |
| Fidelity MID CAP IDX | Common Collective Trusts | — | — | $362K | 1.5% | |
| UM BEHAVIORAL VAL R6 | Other securities | — | — | $361K | 1.5% | |
| Fidelity FDM IDX INC IPR ** 627 * Fidelity FDM IDX 2010 IPR ** 321 * Fidelity FDM IDX 2015 IPR ** 328 * Fidelity FDM IDX 2020 IPR | Common Collective Trusts | — | — | $200K | 0.8% | |
| Notes Receivables * Participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $186K | 0.8% | |
| Fidelity TOTAL BOND K6 | Mutual Funds | — | — | $180K | 0.7% | |
| American Funds NEW WORLD R6 | Mutual Funds | — | — | $79K | 0.3% | |
| American Century SM CAP GR R6 | Mutual Funds | — | — | $75K | 0.3% | |
| Fidelity SHORT TERM BOND | Mutual Funds | — | — | $70K | 0.3% | |
| C&S INST REALTY SHS | Common Stocks | — | — | $55K | 0.2% | |
| Fidelity FDM IDX 2065 IPR | Common Collective Trusts | — | — | $53K | 0.2% | |
| T. Row Price MID CAP GROWTH I | Other securities | — | — | $49K | 0.2% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $37K | 0.1% | |
| Fidelity TOTAL INTL IDX | Common Collective Trusts | — | — | $18K | <0.1% | |
| Fidelity US BOND IDX | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
