Plan Snapshot
- Plan Sponsor: Redwood Trading, LLC
- Sponsor EIN: 273746219
- Sponsor Address: 5920 NALL AVE., MISSION, KS, 66202
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 119 | $6.5M | $484,551 | $779,510 |
| 2023 | 120 | $5.0M | $431,572 | $693,296 |
| 2022 | 99 | $4.5M | $344,454 | $601,366 |
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 |
|---|---|---|---|---|
| VARNEY & ASSOCIATES, CPAS, LLC | Auditor | — | — | $0 |
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 | $31,928 | — | $31,928 | — | — |
| 2023 | $24,038 | — | $24,038 | — | — |
| 2022 | $23,359 | — | $23,359 | — | — |