Randall ROOT signed ROOT Laboratory, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ROOT Laboratory, Inc.'s EIN is 48-0878135.
Download the official 2024 Form 5500 (PDF) for ROOT Laboratory, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ROOT Laboratory, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPP RETIREMENT PLAN SPECIALISTS | — | OVERLAND PARK, KS | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | TRUSTEE | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.7M | 63.8% | |
| [Assets held in common collective trust] | Other | — | — | $2.4M | 16.0% | |
| BT FCI LIFE STRATEGY MODERATE GRWTH BENEFIT TRUST · EIN 43-0995254 / PN 017 | Common Collective Trust | — | — | $2.4M | 16.0% | |
| [Assets held in common stock] | Other | — | — | $861K | 5.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $530K | 3.5% |
