How big is Redeem Financial Group, LLC's plan?

Redeem Financial Group, LLC's plan reported $28K in assets and 2 participants for 2024.

Original filing (PDF)20250717101349NAL0000108881001

Redeem Financial Group, LLC

Name: Redeem Financial Group, LLC — Redeem Wealth, Form 5500 (2024)
Creator: Redeem Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Redeem Wealth Management 401(k) Plan

401(k) retirement plan · Redeem Financial Group, LLC's Redeem Wealth Management 401(k) Plan held $28K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Jeremy Sharp signed Redeem Financial Group, LLC's 2024 Form 5500 as plan administrator.

Jeremy Sharp — 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

Redeem Financial Group, LLC's EIN is 86-2307750.

EIN 86-2307750

Plan number 001

Plan year 2024

ACK ID 20250717101349NAL0000108881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Redeem Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REDEEM FINANCIAL 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

Helping the score