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| Provider | Service type | Compensation |
|---|---|---|
RED OAK RETIREMENT1 year Service code 13 · EIN 52-1123978 403 ALLEGHENY AVENUE · TOWSON, MD 21204 | Contract Administrator | $8,354 |
4 funds of $250K or more; 12 lines in all, holding $2.7M of the plan's $2.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.6M | 96.0% |
| Growth Fund OF America Capital Group · Mutual fund | $56K | 2.1% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $21K | 0.8% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $7K | 0.3% |
| U.S. Government Money Market Fund Manager not matched · Money market | $4K | 0.2% |
| U.S. Government Securities Fund Manager not matched · Mutual fund | $4K | 0.1% |
| American Balanced Fund Capital Group · Mutual fund | $3K | 0.1% |
| Capital Income Builder Manager not matched · Mutual fund | $3K | 0.1% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $3K | 0.1% |
| Eupac Fund Capital Group · Mutual fund | $3K | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.