Redwood Management 401(k) match, vesting and fees
What Redwood Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Redwood Management: employer contribution per participant | $2,790 | |
| Peer median | $2,361 |
| Redwood Management: average balance | $42,826 | |
| Peer median | $60,193 |
| Redwood Management: admin expenses ÷ assets | 0.81% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $27.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,431 | $27.8M | $1.8M | $2,790 | 0.81% | Not published | Form 5500 ↗ |
Common questions
Does Redwood Management match 401(k) contributions?
The match terms for the Redwood Partners Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $2,790 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Redwood Management 401(k) match vested?
The vesting schedule for the Redwood Partners Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Redwood Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Redwood Management, LLC.
I left Redwood Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Redwood Management, LLC, (251) 599-6063) or the recordkeeper, Transamerica Retirement Solutions. The Redwood Management old 401(k) page lists the contacts from every plan filing. Find an old Redwood Management 401(k)
Data from the public Form 5500 annual reports Redwood Management filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Redwood Management. Not financial advice. Report a correction · Methodology