Original filing (PDF)20230731183403NAL0009347363001

ROOTED WI

Name: ROOTED WI — ROOTED WI 401(K) PLAN, Form 5500 (2022)
Creator: ROOTED WI

Form 5500-SF

FILING_RECEIVED

ROOTED WI 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOTED WI.

Plan sponsor

Name

ROOTED WI

EIN

39-2024302

Address

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

Phone

(608) 240-0409

Industry

All Other Professional Services· Professional & Technical Servicessee all

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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