How big is Rooted Creative Agency's plan?

Rooted Creative Agency's plan reported $2K in assets and 6 participants for 2024.

Original filing (PDF)20250729141439NAL0001686227001

Rooted Creative Agency

Name: Rooted Creative Agency — Rooted Creative Agency SOCA, Form 5500 (2024)
Creator: Rooted Creative Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rooted Creative Agency SOCA Benefit Plan

Health & welfare plan · Rooted Creative Agency's Rooted Creative Agency SOCA Benefit Plan held $2K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$717

People on this filing

Matt Appenzeller signed Rooted Creative Agency's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Rooted Creative Agency's EIN is 47-4765844.

EIN 47-4765844

Plan number 501

Plan year 2024

ACK ID 20250729141439NAL0001686227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rooted Creative Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rooted Creative Agency's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOTED CREATIVE AGENCY.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score