How big is Redbud Financial Solutions, Inc.'s plan?

Redbud Financial Solutions, Inc.'s plan reported $343K in assets and 1 participants for 2024.

Original filing (PDF)20250701132908NAL0030711442001

Redbud Financial Solutions, Inc.

Name: Redbud Financial Solutions, Inc. — Redbud Financial, Form 5500 (2024)
Creator: Redbud Financial Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Redbud Financial Solutions, Inc. 401(k) Plan

401(k) retirement plan · Redbud Financial Solutions, Inc.'s Redbud Financial Solutions, Inc. 401(k) Plan held $343K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$343K

Net assets (EOY)

$343K

People on this filing

Jennifer KECK signed Redbud Financial Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer KECK — 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

Redbud Financial Solutions, Inc.'s EIN is 82-2219376.

EIN 82-2219376

Plan number 001

Plan year 2024

ACK ID 20250701132908NAL0030711442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Redbud Financial Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Redbud Financial Solutions, Inc.'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 REDBUD FINANCIAL SOLUTIONS, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

REDBUD FINANCIAL SOLUTIONS, INC.

EIN

all filings

Address

3740 EDISON LAKES PARKWAY · MISHAWAKA, IN · 46545

Phone

(574) 544-0045

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator