How big is William J. ROOT, Inc.'s plan?

William J. ROOT, Inc.'s plan reported $287K in assets and 11 participants for 2024.

Original filing (PDF)20251001174326NAL0012903041001

William J. ROOT, Inc.

Name: William J. ROOT, Inc. — ROOT Electric 401(k) Plan, Form 5500 (2024)
Creator: William J. ROOT, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOT Electric 401(k) Plan

401(k) retirement plan · William J. ROOT, Inc.'s ROOT Electric 401(k) Plan held $287K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

Plan identifiers

William J. ROOT, Inc.'s EIN is 54-1385314.

EIN 54-1385314

Plan number 001

Plan year 2024

ACK ID 20251001174326NAL0012903041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William J. ROOT, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William J. ROOT, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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