What public Form 5500 filings show about the ROOT Functional Medicine, PLC 401(k) plan — and how to find and check your own account.
ROOT Functional Medicine, PLC (EIN 83-1596810) reports ROOT FUNCTIONAL MEDICINE, PLC 401(K) PLAN on its most recent Form 5500, with $308K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ROOT Functional Medicine, PLC filing — schedules, fees, and providers.
ROOT Functional Medicine, PLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask ROOT Functional Medicine, PLCHR for the recordkeeper’s name and login.
