How big is Square ROOT Services, LLC's plan?

Square ROOT Services, LLC's plan reported $168K in assets and 33 participants for 2024.

Original filing (PDF)20251009171433NAL0011447744001

Square ROOT Services, LLC

Name: Square ROOT Services, LLC — Square ROOT Services, Form 5500 (2024)
Creator: Square ROOT Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Square ROOT Services, LLC 401(k) Plan

401(k) retirement plan · Square ROOT Services, LLC's Square ROOT Services, LLC 401(k) Plan held $168K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Richard Tatum signed Square ROOT Services, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Square ROOT Services, LLC's EIN is 46-1996847.

EIN 46-1996847

Plan number 001

Plan year 2024

ACK ID 20251009171433NAL0011447744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Square ROOT Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Square ROOT Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SQUARE ROOT SERVICES, LLC.

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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

Helping the score