How big is Roots Inc.'s plan?

Roots Inc.'s plan reported $1.3M in assets and 51 participants for 2025.

Original filing (PDF)20260513143024NAL0009287696001

Roots Inc.

Name: Roots Inc. — Roots Inc. 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: Roots Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roots Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Roots Inc.'s Roots Inc. 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 51 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Tanya Zirbel signed Roots Inc.'s 2025 Form 5500 as plan administrator.

Tanya Zirbel — 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 Inc.'s EIN is 52-2131748.

EIN 52-2131748

Plan number 001

Plan year 2025

ACK ID 20260513143024NAL0009287696001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roots Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roots Inc.'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 INC.

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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