How big is Red Oak Financial's plan?

Red Oak Financial's plan reported $3.7M in assets and 7 participants for 2024.

Original filing (PDF)20251014114504NAL0003824384001

Red Oak Financial

Name: Red Oak Financial — Red Oak Financial Retirement, Form 5500 (2024)
Creator: Red Oak Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Red Oak Financial Retirement Savings Plan

401(k) retirement plan · Red Oak Financial's Red Oak Financial Retirement Savings Plan held $3.7M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Nathaniel Neal signed Red Oak Financial's 2024 Form 5500 as plan administrator.

Nathaniel Neal — 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

Red Oak Financial's EIN is 46-3045407.

EIN 46-3045407

Plan number 001

Plan year 2024

ACK ID 20251014114504NAL0003824384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Red Oak Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score