Original filing (PDF)20240627135854NAL0021669602001

SQUARE ROOT MARKETING SERVICES

Name: SQUARE ROOT MARKETING SERVICES — SQUARE ROOT MARKETING SERVICES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: SQUARE ROOT MARKETING SERVICES

Form 5500-SF

FILING_RECEIVED

SQUARE ROOT MARKETING SERVICES 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SQUARE ROOT MARKETING SERVICES

EIN

26-3800885all filings

Address

8725 NW 18TH TERRACE SUITE 204 · DORAL, FL · 33172

Phone

(786) 473-6291

Industry