Original filing (PDF)20250414081606NAL0001594081001

REDWOOD WEALTH MANAGEMENT GROUP, LLC

Name: REDWOOD WEALTH MANAGEMENT GROUP, LLC — REDWOOD WEALTH MANAGEMENT GROUP, LLC 401(K) PSP, Form 5500 (2024)
Creator: REDWOOD WEALTH MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

REDWOOD WEALTH MANAGEMENT GROUP, LLC 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 REDWOOD WEALTH MANAGEMENT GROUP, LLC.

Plan sponsor

Name

REDWOOD WEALTH MANAGEMENT GROUP, LLC

EIN

47-4989158

Address

400 STOKES ROAD · P.O. BOX 1057 · MEDFORD, NJ · 08055

Phone

(856) 500-2900

Industry

Finance & Insurancesee 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

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ROSETTA CAPITAL CORPORATION

ROSETTA CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$2.6M · 6 participants

CORDILLERA INVESTMENTS PARTNERS, L.P.

CORDILLERA INVESTMENT PARTNERS 401(K) PLAN

$2.6M · 13 participants

RCMC, INC.

RCMC, INC. 401(K) PLAN

$2.6M · 12 participants

SKYLINE ADVISORS, INC.

SKYLINE ADVISORS 401(K) PROFIT SHARING PLAN

$2.6M · 9 participants

PAYSTAND, INC.

FORUS 401(K)

$2.6M · 105 participants