Gennaro Cicalese signed REDW LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
REDW LLC's EIN is 85-0203431.
Download the official 2024 Form 5500 (PDF) for REDW LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)REDW LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN & TRUSTEE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | RECORDKEEPER | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century One Choice Moderate Investment Class | Other securities | — | — | $11.1M | 31.1% | |
| American Century One Choice Aggressive Investment Class | Other securities | — | — | $3.5M | 9.7% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $2.5M | 7.2% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 6.8% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | — | $1.7M | 4.9% | |
| American Century One Choice Conservative Investment Class | Other securities | — | — | $1.4M | 3.9% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| Dodge and Cox Income Fund | Mutual Funds | — | — | $1.2M | 3.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.1M | 3.2% | |
| Columbia Dividend Income Fund | Other securities | — | — | $871K | 2.4% | |
| DFA US Large Company | Mutual Funds | — | — | $845K | 2.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $763K | 2.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $747K | 2.1% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $695K | 1.9% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $675K | 1.9% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $628K | 1.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $590K | 1.7% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $571K | 1.6% | |
| JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $439K | 1.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $417K | 1.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $374K | 1.0% | |
| NYLI CBRE Real Estate Class I | Other securities | — | — | $342K | 1.0% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $324K | 0.9% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $295K | 0.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $276K | 0.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $154K | 0.4% | |
| American Century One Choice Very Cnsrv Investment Class | Other securities | — | — | $132K | 0.4% | |
| participants maturities extending through November 2029 - | Other securities | — | — | $51K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | BRENTWOOD, TN | AUDITOR | $14K | — |
