· 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 4 variants aggregated →
RED OAK RETIREMENT
10
RED OAK FINANCIAL GROUP
1
RED OAK CAPITAL MANAGERS
1
RED OAK FINANCIAL
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Concrete Protection & Restoration, Inc.
Concrete Protection & Restoration, Inc. Retirement Plan ·
all filings
BALTIMORE, MD
Advisor / Consultant
355
$8.5M
$13K
$0
Red Oak Financial Group — Form 5500 Service Provider Profile | Form 5500 Search