Plan Snapshot
- Plan Sponsor: Red Oak LLC
- Sponsor EIN: 205949898
- Sponsor Address: 7255 E HAMPTON AVE B3 STE 117, MESA, AZ, 85209
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $844,914
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 75 | $844,914 | $123,882 | $151,651 |
| 2023 | 145 | $673,935 | $118,329 | $148,242 |
| 2022 | 108 | $374,180 | $94,336 | $124,204 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,561 | $7,561 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |