Original filing (PDF)20260303101736NAL0001329923001

ROOT Cause Institute, Inc.

Name: ROOT Cause Institute, Inc. — ROOT Cause, Inc. 401(k), Form 5500 (2025)
Creator: ROOT Cause Institute, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOT Cause, Inc. 401(k) Retirement Plan

401(k) retirement plan · ROOT Cause Institute, Inc.'s ROOT Cause, Inc. 401(k) Retirement Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

ERIN Rodriguez signed ROOT Cause Institute, Inc.'s 2025 Form 5500 as plan administrator.

ERIN Rodriguez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ROOT Cause Institute, Inc.'s EIN is 20-0703238.

EIN 20-0703238

Plan number 001

Plan year 2025

ACK ID 20260303101736NAL0001329923001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ROOT Cause Institute, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ROOT Cause Institute, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score