What public Form 5500 filings show about the The A. I. ROOT Company 401(k) plan — and how to find and check your own account.
The A. I. ROOT Company (EIN 34-0496630) reports THE A. I. ROOT COMPANY EE SVNGS PLAN & TRUST on its most recent Form 5500, with $8.0M in plan assets across 170 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 The A. I. ROOT Company filing — schedules, fees, and providers.
The A. I. ROOT Company’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 The A. I. ROOT CompanyHR for the recordkeeper’s name and login.
