Back to filter
Original filing (PDF)20251014134503NAL0002930449001
REDLEAF MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
RED LEAF MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Active participants
60
Accounts w/ balance
27
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDLEAF MANAGEMENT LLC.
Plan sponsor
Name
REDLEAF MANAGEMENT LLC
EIN
46-5568089
Address
10935 CR 159 · TYLER, TX · 75703
Phone
(903) 570-8676
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
STAGECOACH PARTNERS LLC
STAGECOACH PARTNERS LLC 401(K) SAVINGS PLAN
$1.8M · 10 participants
BUFFALO NIAGARA ASSOCIATION OF REALTORS, INC.
BUFFALO NIAGARA ASSOCIATION OF REALTORS 401(K) PROFIT SHARING PLAN AND TRUST
$1.8M · 17 participants
FLATIRON REALTY CAPITAL, LLC
FLATIRON REALTY CAPITAL, LLC 401(K) PROFIT SHARING PLAN
$1.8M · 17 participants
N.E.S., INC.
N.E.S., INC. 401(K) PROFIT SHARING PLAN
$1.8M · 11 participants
FLAHARTY & ASSOCIATES, LLC
FLAHARTY & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.8M · 13 participants
GULF COAST SAFETY COUNCIL
GULF COAST SAFETY COUNCIL 401(K) PLAN
$1.8M · 21 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants