How big is Rootstock Investment Management, LLC's plan?

Rootstock Investment Management, LLC's plan reported $573K in assets and 3 participants for 2024.

Original filing (PDF)20251009122546NAL0003566003001

Rootstock Investment Management, LLC

Name: Rootstock Investment Management, LLC — Rootstock, Form 5500 (2024)
Creator: Rootstock Investment Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rootstock Advisors 401(k) Plan

401(k) retirement plan · Rootstock Investment Management, LLC's Rootstock Advisors 401(k) Plan held $573K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$573K

Net assets (EOY)

$573K

Plan identifiers

Rootstock Investment Management, LLC's EIN is 46-2200363.

EIN 46-2200363

Plan number 001

Plan year 2024

ACK ID 20251009122546NAL0003566003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rootstock Investment Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rootstock Investment Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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