How big is Redwood Wealth Management Group, LLC's plan?

Redwood Wealth Management Group, LLC's plan reported $3.0M in assets and 4 participants for 2025.

Original filing (PDF)20260202101751NAL0002463442001

Redwood Wealth Management Group, LLC

Name: Redwood Wealth Management Group, LLC — Redwood, Form 5500 (2025)
Creator: Redwood Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Redwood Wealth Management Group, LLC 401(k) PSP

401(k) retirement plan · Redwood Wealth Management Group, LLC's Redwood Wealth Management Group, LLC 401(k) PSP held $3.0M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Redwood Wealth Management Group, LLC's EIN is 47-4989158.

EIN 47-4989158

Plan number 001

Plan year 2025

ACK ID 20260202101751NAL0002463442001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Redwood Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Redwood Wealth Management Group, LLC'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 REDWOOD WEALTH MANAGEMENT GROUP, 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