# Redwood Trust, INC. 401(k) Plan
Source: https://planprovider.pro/companies/redwood-trust-inc-401k-plan

> Redwood Trust, INC.'s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Redwood Trust, INC.

- **Sponsor EIN:** 680329422

- **Sponsor Address:** ONE BELVEDERE PLACE, MILL VALLEY, CA, 94941

- **Plan Type:** 401(k)

- **Total Participants:** 290

- **Total Assets:** $62.5M

## 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|290|$62.5M|$1.4M|$4.3M|

| 2023|271|$52.8M|$1.6M|$4.1M|

| 2022|345|$44.8M|$1.7M|$4.4M|

## 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|

| CBIZ CPA P.C.|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|$37,358|—|$1,200|—|—|

| 2023|$37,828|—|—|—|—|

| 2022|$54,665|—|—|—|—|

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