How big is Red Oak Group, LLC's plan?

Red Oak Group, LLC's plan reported $829K in assets and 69 participants for 2024.

Original filing (PDF)20250902154103NAL0014437057001

Red Oak Group, LLC

Name: Red Oak Group, LLC — Red Oak Group LLC 401(k) Plan, Form 5500 (2024)
Creator: Red Oak Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Red Oak Group LLC 401(k) Plan

401(k) retirement plan · Red Oak Group, LLC's Red Oak Group LLC 401(k) Plan held $829K in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$829K

Net assets (EOY)

$829K

Plan identifiers

Red Oak Group, LLC's EIN is 86-1249352.

EIN 86-1249352

Plan number 001

Plan year 2024

ACK ID 20250902154103NAL0014437057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Red Oak Group, LLC's plan includes profit-sharing, 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 RED OAK GROUP, LLC.

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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

Knocking points off