What public Form 5500 filings show about the The Roots of Progress 401(k) plan — and how to find and check your own account.
The Roots of Progress (EIN 86-3502300) reports THE ROOTS OF PROGRESS 401(K) PLAN on its most recent Form 5500, with $226K in plan assets across 4 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 Roots of Progress filing — schedules, fees, and providers.
The Roots of Progress’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 Roots of ProgressHR for the recordkeeper’s name and login.
