How big is Red Cedar Wealth Advisors' plan?

Red Cedar Wealth Advisors' plan reported $876K in assets and 8 participants for 2024.

Original filing (PDF)20250926144808NAL0011946579001

Red Cedar Wealth Advisors

Name: Red Cedar Wealth Advisors — Red Cedar Wealth, Form 5500 (2024)
Creator: Red Cedar Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Red Cedar Wealth Advisors 401(k) Plan

401(k) retirement plan · Red Cedar Wealth Advisors' Red Cedar Wealth Advisors 401(k) Plan held $876K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

People on this filing

Trent YOST signed Red Cedar Wealth Advisors' 2024 Form 5500 as plan administrator.

Trent YOST — 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 Cedar Wealth Advisors' EIN is 84-3601788.

EIN 84-3601788

Plan number 001

Plan year 2024

ACK ID 20250926144808NAL0011946579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Red Cedar Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Red Cedar Wealth Advisors' 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 RED CEDAR WEALTH ADVISORS.

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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