Original filing (PDF)20251015223039NAL0011731586001

ROOTS COUNSELING SERVICES LLC

Name: ROOTS COUNSELING SERVICES LLC — ROOTS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: ROOTS COUNSELING SERVICES LLC

Form 5500-SF

FILING_RECEIVED

ROOTS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOTS COUNSELING SERVICES LLC.

Plan sponsor

Name

ROOTS COUNSELING SERVICES LLC

EIN

46-4402043

Address

4485 N. OAKLAND AVE · MILWAUKEE, WI · 53211

Phone

(414) 273-8484

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

NAJMI FAMILY THERAPY INC.

NAJMI FAMILY THERAPY PROFIT SHARING PLAN

$475K · 24 participants

THERAPY WITH HEART

THERAPY WITH HEART 401(K) PROFIT SHARING PLAN

$473K · 13 participants

STRIVE ABA CONSULTANTS, LLC

STRIVE ABA CONSULTANTS LLC 401(K) PLAN

$477K · 146 participants

MJVM4, LLC

MJVM4 401K PLAN

$478K · 4 participants

VIMAX, LLC

VIMAX, LLC 401K RETIREMENT PLAN

$478K · 22 participants