How big is Root3 LLC's plan?

Root3 LLC's plan reported $836K in assets and 9 participants for 2024.

Original filing (PDF)20250730073742NAL0004318177001

Root3 LLC

Name: Root3 LLC — Root3 401(k) Plan, Form 5500 (2024)
Creator: Root3 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Root3 401(k) Plan

401(k) retirement plan · Root3 LLC's Root3 401(k) Plan held $836K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

People on this filing

Scott Christiansen signed Root3 LLC's 2024 Form 5500 as plan administrator.

Scott Christiansen — 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

Root3 LLC's EIN is 61-1735420.

EIN 61-1735420

Plan number 001

Plan year 2024

ACK ID 20250730073742NAL0004318177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Root3 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Root3 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOT3 LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ROOT3 LLC

EIN

all filings

Address

2035 W. WABANSIA · CHICAGO, IL · 60647

Phone

(773) 799-8200

Industry

Professional & Technical Services

Plan administrator