How big is Rooted WI's plan?

Rooted WI's plan reported $159K in assets and 38 participants for 2022.

Original filing (PDF)20230731183403NAL0009347363001

Rooted WI

Name: Rooted WI — Rooted WI 401(k) Plan, Form 5500 (2022)
Creator: Rooted WI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rooted WI 401(k) Plan

401(k) retirement plan · Rooted WI's Rooted WI 401(k) Plan held $159K in plan assets for 38 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

Plan identifiers

Rooted WI's EIN is 39-2024302.

EIN 39-2024302

Plan number 001

Plan year 2022

ACK ID 20230731183403NAL0009347363001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Rooted WI from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

ROOTED WI

EIN

all filings

Address

2702 INTERNATIONAL LANE · SUITE 200 · MADISON, WI · 53704

Phone

(608) 240-0409

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

401GO, INC.

EIN

84-2925395

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-31

Pension benefit codes

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)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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