How big is Roots Charter High School's plan?

Roots Charter High School's plan reported $760K in assets and 46 participants for 2023.

Original filing (PDF)20250129173749NAL0015570465001

Roots Charter High School

Name: Roots Charter High School — Roots Charter High, Form 5500 (2023)
Creator: Roots Charter High School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roots Charter High School 401(k) Plan

401(k) retirement plan · Roots Charter High School's Roots Charter High School 401(k) Plan held $760K in plan assets for 46 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

People on this filing

Rich Eccles signed Roots Charter High School's 2023 Form 5500 as plan administrator.

Rich Eccles — 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

Roots Charter High School's EIN is 47-1365586.

EIN 47-1365586

Plan number 001

Plan year 2023

ACK ID 20250129173749NAL0015570465001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Roots Charter High School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Roots Charter High School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOTS CHARTER HIGH SCHOOL.

Finding similar companies…

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