Back to filter
Original filing (PDF)20251007152504NAL0002785283001
ROOT LABORATORY, INC.
Form 5500
FILING_RECEIVED
ROOT LABORATORY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
90
Accounts w/ balance
134
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: BENEFIT FCI LIFE STRATEGY MODERATE GROWTH FUND (extraction pending)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOT LABORATORY, INC..
Plan sponsor
Name
ROOT LABORATORY, INC.
EIN
48-0878135
Address
5201 COLLEGE BOULEVARD · LEAWOOD, KS · 66211
Phone
(913) 491-3555
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPP RETIREMENT PLAN SPECIALISTS | — | OVERLAND PARK, KS | RECORDKEEPER | $15K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | TRUSTEE | $33K | — |
Investments
1 pooled fund· $2.4M(16% of reported assets)
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BT FCI LIFE STRATEGY MODERATE GRWTH BENEFIT TRUST · EIN 43-0995254 / PN 017 | Common Collective Trust | — | — | $2.4M | 16.0% |
Related plans
Other plans using BENEFIT TRUST COMPANY
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
ALLEGHENY TECHNOLOGIES INCORPORATED
ALLEGHENY TECHNOLOGIES INCORPORATED MASTER TRUST
$1.3B
BENTLEY SYSTEMS, INC.
BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN
$595.2M · 1,629 participants
AKIN GUMP STRAUSS HAUER & FELD LLP
THE AKIN GUMP STRAUSS HAUER & FELD LLP MASTER TRUST
$489.4M
LIBERTY UTILITIES CO.
LIBERTY UTILITIES DEFINED BENEFIT PENSION PLAN
$405.3M · 527 participants
BOARD OF TRUSTEES OF THE ROCKFORD PIPE TRADES INDUSTRY PENSION FUND
ROCKFORD PIPE TRADES INDUSTRY PENSION FUND
$228.9M · 485 participants
Similar-size Health Care & Social Assistance plans
BROWN & ASSOCIATES MEDICAL LABORATORIES, LLP
BAML RETIREMENT AND PROFIT SHARING PLAN
$14.8M · 36 participants
PATHOLOGY ASSOCIATES OF COLUMBUS, INC. DBA CENTRAL OHIO PATHOLOGY ASSO
PATHOLOGY ASSOCIATES OF COLUMBUS, INC. DBA CENTRAL OHIO PATHOLOGY SAVINGS PLAN
$14.8M · 11 participants
METRO IMAGING, LLC
METRO IMAGING, LLC RETIREMENT PLAN
$15.7M · 85 participants
ALLIANCE NEURODIAGNOSTICS, LLC DBA STRATUS
ALLIANCE NEURODIAGNOSTICS, LLC DBA STRATUS 401(K) PLAN
$14.7M · 383 participants
HEALTHTRACKRX, LLC
HEALTHTRACKRX 401(K) RETIREMENT PLAN
$15.7M · 469 participants
BONADENT, LLC
BONADENT, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$15.7M · 312 participants
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants