How big is Red Oak Strategic, LLC.'s plan?

Red Oak Strategic, LLC.'s plan reported $779K in assets and 11 participants for 2024.

Original filing (PDF)20250501082626NAL0004353936001

Red Oak Strategic, LLC.

Name: Red Oak Strategic, LLC. — Red Oak Strategic 401(k), Form 5500 (2024)
Creator: Red Oak Strategic, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Red Oak Strategic 401(k)

401(k) retirement plan · Red Oak Strategic, LLC.'s Red Oak Strategic 401(k) held $779K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$779K

Net assets (EOY)

$779K

People on this filing

Mark Stephenson signed Red Oak Strategic, LLC.'s 2024 Form 5500 as plan administrator.

Mark Stephenson — 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 Strategic, LLC.'s EIN is 47-3274105.

EIN 47-3274105

Plan number 001

Plan year 2024

ACK ID 20250501082626NAL0004353936001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Red Oak Strategic, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 STRATEGIC, LLC..

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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