How big is Rooted Wealth Advisors' plan?

Rooted Wealth Advisors' plan reported $623K in assets and 25 participants for 2024.

Original filing (PDF)20251014154613NAL0006729986001

Rooted Wealth Advisors

Name: Rooted Wealth Advisors — Rooted Wealth Advisors, Form 5500 (2024)
Creator: Rooted Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rooted Wealth Advisors 401(k) Plan

401(k) retirement plan · Rooted Wealth Advisors' Rooted Wealth Advisors 401(k) Plan held $623K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$623K

Net assets (EOY)

$623K

People on this filing

Hilda Miranda signed Rooted Wealth Advisors' 2024 Form 5500 as plan administrator.

Hilda Miranda — 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

Rooted Wealth Advisors' EIN is 81-2830456.

EIN 81-2830456

Plan number 001

Plan year 2024

ACK ID 20251014154613NAL0006729986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rooted Wealth Advisors' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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