Timothy Gilroy signed Red Oak Behavioral Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Red Oak Behavioral Health's EIN is 34-1282145.
Download the official 2024 Form 5500 (PDF) for Red Oak Behavioral Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Red Oak Behavioral Health's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER/ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.1M | 32.5% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $943K | 28.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $407K | 12.1% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $304K | 9.1% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $203K | 6.0% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $110K | 3.3% | |
| Invesco Core Bond R6 Mutual Funds | Mutual Funds | — | — | $60K | 1.8% | |
| Ishares Msci Eafe International Index K Mutual Funds | Other securities | — | — | $54K | 1.6% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $37K | 1.1% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $26K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $21K | 0.6% | |
| Indexselect Conservative 2055 Fund Cl I Collective Investment Trust ** 271 * Ei Fixed Account - Series Class I Guaranteed Investment Contract | Stable Value | — | — | $18K | 0.5% | |
| Fidelity Large Cap Growth Index Mutual Funds | Mutual Funds | — | — | $17K | 0.5% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $15K | 0.5% | |
| Dfa Real Estate Securities I Mutual Funds | Mutual Funds | — | — | $12K | 0.4% | |
| Fidelity Large Cap Value Index Mutual Funds | Mutual Funds | — | — | $12K | 0.3% | |
| DFA International Large Cap Growth Mutual Funds | Mutual Funds | — | — | $7K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $7K | 0.2% | |
| Hartford Strategic Income R6 Mutual Funds | Other securities | — | — | $4K | 0.1% | |
| Allspring Small Company Value R6 Mutual Funds | Common Stocks | — | — | $3K | <0.1% | |
| American Century Mid Cap Value R6 Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $271 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
