Stephanie Caron signed Redwood Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Redwood Management, LLC's EIN is 86-1710759.
Download the official 2024 Form 5500 (PDF) for Redwood Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Redwood Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $113K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2045 Trgt Dt Ret R6 | Mutual Funds | — | — | $3.5M | 12.7% | |
| American Funds American Funds 2040 Trgt Dt Ret R6 | Mutual Funds | — | — | $3.4M | 12.3% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 | Mutual Funds | — | — | $3.2M | 11.5% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 | Mutual Funds | — | — | $3.2M | 11.3% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 | Mutual Funds | — | — | $2.8M | 10.1% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | Mutual Funds | — | — | $2.6M | 9.2% | |
| American Funds American Funds 2030 Trgt Dt Ret R6 | Mutual Funds | — | — | $1.7M | 6.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.2M | 4.3% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 | Mutual Funds | — | — | $1.2M | 4.3% | |
| Prudential PGIM Total Return Bd R6 | Other securities | — | — | $1.0M | 3.6% | |
| American Funds American Funds 2065 Trgt Dt Ret R6 | Mutual Funds | — | — | $807K | 2.9% | |
| American Funds American Funds 2015 Trgt Dt Ret R6 286 American Funds American Funds 2020 Trgt Dt Ret R6 | Mutual Funds | — | — | $550K | 2.0% | |
| Fidelity Intl Index | Mutual Funds | — | — | $517K | 1.9% | |
| Gabelli US MMkt I | Other securities | — | — | $412K | 1.5% | |
| Notes Receivable from Participants*** With maturity dates ranging from 2025 to 2028 and interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $399K | 1.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $380K | 1.4% | |
| Putnam Lg Cap Val R6 | Mutual Funds | — | — | $286K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $243K | 0.9% | |
| American Century American Century Ultra R6 | Mutual Funds | — | — | $226K | 0.8% | |
| Thornburg Developing World R6 | Other securities | — | — | $105K | 0.4% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $67K | 0.2% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
