Roots Management Group, LLC (EIN 87-0855596) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.1M in plan assets and 1,218 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Roots Management Group 401(k) Plan | 001 | 614 | $1.1M |
| Roots Management Group, LLC Employee Health and Welfare Plan | 501 | 604 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
87-0855596 is the Employer Identification Number (EIN) Roots Management Group, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
