Original filing (PDF)20251003231734NAL0001785569001

Redpoint Financial Services, LLC DBA Redpoint Financial Group

Name: Redpoint Financial Services, LLC DBA Redpoint Financial Group — Form 5500 Plan 001 (2024)
Creator: Redpoint Financial Services, LLC DBA Redpoint Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Redpoint Financial Group 401(k) Retirement Plan

401(k) retirement plan · Redpoint Financial Services, LLC DBA Redpoint Financial Group's Redpoint Financial Group 401(k) Retirement Plan held $639K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$639K

Net assets (EOY)

$639K

People on this filing

Jeffrey Sherman signed Redpoint Financial Services, LLC DBA Redpoint Financial Group's 2024 Form 5500 as plan administrator.

Jeffrey Sherman — 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

Redpoint Financial Services, LLC DBA Redpoint Financial Group's EIN is 81-1121825.

EIN 81-1121825

Plan number 001

Plan year 2024

ACK ID 20251003231734NAL0001785569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Redpoint Financial Services, LLC DBA Redpoint Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Redpoint Financial Services, LLC DBA Redpoint Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REDPOINT FINANCIAL SERVICES, LLC DBA REDPOINT FINANCIAL GROUP.

Finding similar companies…

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