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Plan Name | RED OAK WEALTH MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | RED OAK WEALTH MANAGEMENT LLC |
Employer identification number (EIN): | 463698218 |
NAIC Classification: | 523110 |
NAIC Description: | Investment Banking and Securities Dealing |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ALAN M FERTEL | 2021-07-26 | ||
001 | 2020-01-01 | ALAN M FERTEL | 2021-07-26 | ||
001 | 2019-01-01 | ALAN FERTEL | 2020-09-21 | ||
001 | 2018-01-01 | ALAN FERTEL | 2019-07-19 | ||
001 | 2017-01-01 | ALAN FERTEL | 2018-07-19 | ||
001 | 2016-01-01 | ALAN FERTEL | 2017-07-25 | ||
001 | 2015-01-01 | ALAN FERTEL | 2016-08-02 | ||
001 | 2014-01-01 | ALAN FERTEL | 2015-07-24 | ALAN FERTEL | 2015-07-24 |