How big is EE ROOT, LLC's plan?

EE ROOT, LLC's plan reported $806K in assets and 29 participants for 2024.

Original filing (PDF)20250618153646NAL0006553586001

EE ROOT, LLC

Name: EE ROOT, LLC — EE ROOT, LLC 401(k) Plan, Form 5500 (2024)
Creator: EE ROOT, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EE ROOT, LLC 401(k) Plan

401(k) retirement plan · EE ROOT, LLC's EE ROOT, LLC 401(k) Plan held $806K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$806K

Net assets (EOY)

$806K

People on this filing

Mark ROOT signed EE ROOT, LLC's 2024 Form 5500 as plan administrator.

Mark ROOT — 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

EE ROOT, LLC's EIN is 20-8608705.

EIN 20-8608705

Plan number 001

Plan year 2024

ACK ID 20250618153646NAL0006553586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EE ROOT, LLC

EIN

all filings

Address

25 DEAN ST · OWEGO, NY · 138273352

Phone

(607) 687-3303

Industry

Construction

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

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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