· 2022–2024 · DOL EFAST2
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Red Oak Financial
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
177
Total plan assets
$19.5M
Filings (rows)
1
Direct comp
$42K
Indirect comp
$0
Showing only "RED OAK FINANCIAL"
View all 4 variants aggregated →
RED OAK RETIREMENT
10
RED OAK FINANCIAL GROUP
1
RED OAK FINANCIAL
1
RED OAK CAPITAL MANAGERS
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
Essential Brands, Inc.
Essential Brands, Inc. 401(k) Profit Sharing Plan & Trust ·
all filings
ABINGDON, MD
Advisor / Consultant
177
$19.5M
$42K
$0
Red Oak Financial — Form 5500 Service Provider Profile | Form 5500 Search