Original filing (PDF)20250815110812NAL0012733504001

REDBRICK ASSOCIATES, LLC

Name: REDBRICK ASSOCIATES, LLC — REDBRICK ASSOCIATES, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: REDBRICK ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

REDBRICK ASSOCIATES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REDBRICK ASSOCIATES, LLC.

Plan sponsor

Name

REDBRICK ASSOCIATES, LLC

EIN

47-2069171

Address

2121 S. EL CAMINO REAL, STE. 200 · SAN MATEO, CA · 94403

Phone

(650) 687-5000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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 providers

Related plans

Similar-size Finance & Insurance plans

NWM ADVISORS, LLC

NWM ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$3.3M · 5 participants

MILESTONE INVESTMENT ADVISORS, LLC

MILESTONE INVESTMENT ADVISORS, LLC 401(K) PLAN

$3.3M · 7 participants

ZEAL CAPITAL MANAGEMENT, LLC

ZEAL CAPITAL MANAGEMENT, LLC 401(K) PLAN

$3.3M · 103 participants

DEAN, JACOBSON FINANCIAL SERVICES, LLC

DEAN, JACOBSON FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

$3.3M · 9 participants

CALLESEN WEALTH MANAGEMENT, INC.