How big is Jonathan S. ROOT, PA's plan?

Jonathan S. ROOT, PA's plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20250729084034NAL0005366962002

Jonathan S. ROOT, PA

Name: Jonathan S. ROOT, PA — Jonathan S. ROOT, PA 401(k), Form 5500 (2024)
Creator: Jonathan S. ROOT, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan S. ROOT, PA 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Jonathan S. ROOT, PA's Jonathan S. ROOT, PA 401(k) Profit Sharing Plan and Trust held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Jonathan S. ROOT, PA's EIN is 02-0659756.

EIN 02-0659756

Plan number 001

Plan year 2024

ACK ID 20250729084034NAL0005366962002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan S. ROOT, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan S. ROOT, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN S. ROOT, PA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JONATHAN S. ROOT, PA

EIN

all filings

Address

2000 GLADES ROAD, SUITE 412 · BOCA RATON, FL · 33431

Phone

(561) 988-3232

Industry

Law Offices· Professional & Technical Services

Plan administrator