Original filing (PDF)20251006155727NAL0003767681001

PLANALP & ROOTS, P.C.

Name: PLANALP & ROOTS, P.C. — PLANALP, REIDA, ROOTS & RILEY P.C. 401 K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PLANALP & ROOTS, P.C.

Form 5500-SF

FILING_RECEIVED

PLANALP, REIDA, ROOTS & RILEY P.C. 401 K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$790K

Net assets (EOY)

$790K

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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLANALP & ROOTS, P.C..

Plan sponsor

Name

PLANALP & ROOTS, P.C.

EIN

81-0382987all filings

Address

27 NORTH TRACY · P.O. BOX 1 · BOZEMAN, MT · 597710001

Phone

(406) 586-4351

Industry