How big is ROOT Source, Inc.'s plan?

ROOT Source, Inc.'s plan reported $1.2M in assets and 8 participants for 2025.

Original filing (PDF)20260422220737NAL0008838098045

ROOT Source, Inc.

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

Form 5500-SF

FILING_RECEIVED

ROOT Source, Inc. 401(k) Plan

401(k) retirement plan · ROOT Source, Inc.'s ROOT Source, Inc. 401(k) Plan held $1.2M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Elantha Barry signed ROOT Source, Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

ROOT Source, Inc.'s EIN is 81-1925968.

EIN 81-1925968

Plan number 001

Plan year 2025

ACK ID 20260422220737NAL0008838098045

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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