How big is Rooted Philanthropic's plan?

Rooted Philanthropic's plan reported $1.7M in assets and 4 participants for 2025.

Original filing (PDF)20260319164713NAL0004219953001

Rooted Philanthropic

Name: Rooted Philanthropic — Rooted Philanthropic 403(b), Form 5500 (2025)
Creator: Rooted Philanthropic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rooted Philanthropic 403(b) Plan

401(k) retirement plan · Rooted Philanthropic's Rooted Philanthropic 403(b) Plan held $1.7M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Patrick Troska signed Rooted Philanthropic's 2025 Form 5500 as plan administrator.

Patrick Troska — 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

Rooted Philanthropic's EIN is 30-1319784.

EIN 30-1319784

Plan number 001

Plan year 2025

ACK ID 20260319164713NAL0004219953001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rooted Philanthropic from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rooted Philanthropic's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOTED PHILANTHROPIC.

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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