How big is ROOT Consulting, Inc.'s plan?

ROOT Consulting, Inc.'s plan reported $656K in assets and 3 participants for 2025.

Original filing (PDF)20260318205940NAL0004391283001

ROOT Consulting, Inc.

Name: ROOT Consulting, Inc. — ROOT Consulting, Inc. 401(k), Form 5500 (2025)
Creator: ROOT Consulting, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOT Consulting, Inc. 401(k) Plan

401(k) retirement plan · ROOT Consulting, Inc.'s ROOT Consulting, Inc. 401(k) Plan held $656K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

Plan identifiers

ROOT Consulting, Inc.'s EIN is 36-7388856.

EIN 36-7388856

Plan number 001

Plan year 2025

ACK ID 20260318205940NAL0004391283001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ROOT Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ROOT Consulting, Inc.'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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ROOT CONSULTING, INC.

EIN

all filings

Address

PO BOX 1275 · PERRY, FL · 32348

Phone

(850) 584-2600

Industry

Professional & Technical Services

Plan administrator