Filings through Oct 24, 2026.

Red Oak Retirement

Matched across 3 name variants in the filings

Market position · 2024

Plans served3-1 YoYRank #3629 of mapped providers

Assets under administration$34M0.0%Share of filed assets - rank #10582

Fees received$54,530Median $8,354/planSum across Schedule C direct + indirect

Net wins YoY-10 won - 1 lostPlan-level switch detection

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