· 2022–2024 · DOL EFAST2

The A. I. ROOT Company — The A. I. ROOT Company EE, Form 5500 (2025)

Original filing (PDF)20260722100136NAL0012010705001

The A. I. ROOT Company

Form 5500-SF

FILING_RECEIVED

The A. I. ROOT Company EE Svngs Plan & Trust

401(k) retirement plan · The A. I. ROOT Company's The A. I. ROOT Company EE Svngs Plan & Trust held $8.0M in plan assets for 170 participants in 2025.

Signals · 1

No auditor on file

Active participants

170

Accounts w/ balance

55

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan health score

Average plan with room to improve

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

70

Total plan cost

n/a

Plan health

41

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE A. I. ROOT COMPANY.

Plan sponsor

Name

THE A. I. ROOT COMPANY

EIN

34-0496630all filings

Address

623 WEST LIBERTY STREET · MEDINA, OH · 44256

Phone

(330) 725-6677

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-22

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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