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Original filing (PDF)20251008080857NAL0005548257001
ROOT CAPITAL INC.
Form 5500-SF
FILING_RECEIVED
ROOT CAPITAL INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
71
Accounts w/ balance
97
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOT CAPITAL INC..
Plan sponsor
Name
ROOT CAPITAL INC.
EIN
04-3478123
Address
245 MAIN STREET, 2ND FLOOR · CAMBRIDGE, MA · 02142
Phone
(617) 299-2444
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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