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Original filing (PDF)20260128151724NAL0005322688001
REDWOOD SOFTWARE, INC.
Form 5500
FILING_RECEIVED
REDWOOD SOFTWARE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
262
Accounts w/ balance
338
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.4 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDWOOD SOFTWARE, INC..
Plan sponsor
Name
REDWOOD SOFTWARE, INC.
EIN
33-0906132
Address
3005 CARRINGTON MILL BLVD · STE 510 · MORRISVILLE, NC · 27560
Phone
(919) 460-5400
Industry
Professional & Technical Servicessee all
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
2026-01-28
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH AND HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $43K | — |
Investments
30 direct securities· $24.6M(100% of reported assets)
Uncategorized
$24.6M
29 holdings
Mutual Funds
$75K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| J.P. Morgan LG CAP GROWTH R6 | — | — | — | $4.9M | 19.7% | |
| Fidelity 500 INDEX | — | — | — | $3.1M | 12.5% | |
| Fidelity FDM IDX 2045 IPR | — | — | — | $2.8M | 11.5% | |
| Fidelity FDM IDX 2055 IPR | — | — | — | $2.6M | 10.6% | |
| Fidelity FDM IDX 2040 IPR | — | — | — | $2.5M | 10.3% | |
| Fidelity FDM IDX 2035 IPR | — | — | — | $1.4M | 5.7% | |
| Fidelity FDM IDX 2050 IPR | — | — | — | $1.2M | 5.0% | |
| Putnam LG CAP VAL R6 | — | — | — | $690K | 2.8% | |
| Fidelity FDM IDX 2030 IPR | — | — | — | $627K | 2.5% | |
| American Century MD CP VAL R6 | — | — | — | $604K | 2.5% | |
| American Funds BALANCED R6 | — | — | — | $459K | 1.9% | |
| Fidelity GOVT MMKT K6 | — | — | — | $417K | 1.7% | |
| MFS INTL DIVRSN R6 | — | — | — | $405K | 1.6% | |
| Fidelity FDM IDX 2060 IPR | — | — | — | $404K | 1.6% | |
| Fidelity FDM IDX 2025 IPR | — | — | — | $380K | 1.5% | |
| Fidelity SM CAP IDX | — | — | — | $367K | 1.5% | |
| Fidelity MID CAP IDX | — | — | — | $362K | 1.5% | |
| UM BEHAVIORAL VAL R6 | — | — | — | $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 | — | — | — | $200K | 0.8% | |
| Notes Receivables * Participants Interest rates from 4.25% to 9.50% | — | — | — | $186K | 0.8% | |
| Fidelity TOTAL BOND K6 | — | — | — | $180K | 0.7% | |
| American Funds NEW WORLD R6 | — | — | — | $79K | 0.3% | |
| American Century SM CAP GR R6 | Mutual Funds | — | — | $75K | 0.3% | |
| Fidelity SHORT TERM BOND | — | — | — | $70K | 0.3% | |
| C&S INST REALTY SHS | — | — | — | $55K | 0.2% | |
| Fidelity FDM IDX 2065 IPR | — | — | — | $53K | 0.2% | |
| T. Row Price MID CAP GROWTH I | — | — | — | $49K | 0.2% | |
| PIMCO INCOME INST | — | — | — | $37K | 0.1% | |
| Fidelity TOTAL INTL IDX | — | — | — | $18K | <0.1% | |
| Fidelity US BOND IDX | — | — | — | $4K | <0.1% |
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