· 2022–2024 · DOL EFAST2
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RED OAK FINANCIAL GROUP
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
355
Total plan assets
$8.5M
Filings (rows)
1
Direct comp
$13K
Indirect comp
$0
Showing only "RED OAK FINANCIAL GROUP"
View all 3 variants aggregated →
RED OAK RETIREMENT
9
RED OAK FINANCIAL GROUP
1
RED OAK CAPITAL MANAGERS
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
CONCRETE PROTECTION & RESTORATION, INC.
CONCRETE PROTECTION & RESTORATION, INC. RETIREMENT PLAN
BALTIMORE, MD
Advisor / Consultant
355
$8.5M
$13K
$0
RED OAK FINANCIAL GROUP — Form 5500 Service Provider Profile | Form 5500 Search