How big is The Taproot Agency, LLC's plan?

The Taproot Agency, LLC's plan reported $746K in assets and 10 participants for 2025.

Original filing (PDF)20260316074757NAL0000956691001

The Taproot Agency, LLC

Name: The Taproot Agency, LLC — The Taproot Agency, LLC, Form 5500 (2025)
Creator: The Taproot Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Taproot Agency, LLC 401(k) Plan

401(k) retirement plan · The Taproot Agency, LLC's The Taproot Agency, LLC 401(k) Plan held $746K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

Plan identifiers

The Taproot Agency, LLC's EIN is 20-8176986.

EIN 20-8176986

Plan number 001

Plan year 2025

ACK ID 20260316074757NAL0000956691001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Taproot Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Taproot Agency, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TAPROOT AGENCY, LLC.

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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