AUMdb

Redfin 401(k) Profit Sharing Plan

Sponsored by Redfin Corporation · EIN 743064240 · Plan #001

Total assets
$223M
Net assets
$223M
Active participants
3,506
With balances
5,127

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $363,836
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Direct payment from the plan $45,000
National Financial Services Securities brokerage, Securities brokerage commissions $0