What public Form 5500 filings show about the Square ROOT Services, LLC 401(k) plan — and how to find and check your own account.
Square ROOT Services, LLC (EIN 46-1996847) reports SQUARE ROOT SERVICES, LLC 401(K) PLAN on its most recent Form 5500, with $168K in plan assets across 33 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 Square ROOT Services, LLC filing — schedules, fees, and providers.
Square ROOT Services, LLC’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 Square ROOT Services, LLCHR for the recordkeeper’s name and login.
