Red Oak Retirement — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Red Oak Retirement is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $16,750 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$16.8KDirect + indirect, across loaded filings$16,750
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$16.8K
Indirect compensation$0

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation45%Alternate Perspectives, Inc.
Top state share of plans75%MD
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Red Oak Retirement. Bars show relative scale.

  1. 1
    VA · 1 plan(s)
  2. 2
  3. 3
    MD · 1 plan(s)
  4. 4
    MD · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Red Oak Retirement are sponsored, by plan count.

  1. 1
    MD3 plan(s)
  2. 2
    VA1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Alternate Perspectives, Inc.Alternate Perspectives, Inc. 401(K) Plan & Trust2023$7,600$0
Concrete Protection & Restoration, Inc.Concrete Protection & Restoration, Inc. Retirement Plan2023$5,925$0
Cole Roofing Co., Inc.Cole Roofing Co., Inc. Profit Sharing Plan & Trust2023$2,325not reported in the loaded dataset
Essential Brands, Inc.Essential Brands, Inc. 401(K) Profit Sharing Plan & Trust2023$900not reported in the loaded dataset

Related Form 5500 pages