How big is ROOT Executives, LLC's plan?

ROOT Executives, LLC's plan reported $1.2M in assets and 22 participants for 2024.

Original filing (PDF)20251015131902NAL0002353827001

ROOT Executives, LLC

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

Form 5500-SF

FILING_RECEIVED

ROOT Mortgage 401(k) Plan

401(k) retirement plan · ROOT Executives, LLC's ROOT Mortgage 401(k) Plan held $1.2M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

REZA Navidi signed ROOT Executives, LLC's 2024 Form 5500 as plan administrator.

REZA Navidi — 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 Executives, LLC's EIN is 81-3138853.

EIN 81-3138853

Plan number 001

Plan year 2024

ACK ID 20251015131902NAL0002353827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROOT Executives, LLC'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 EXECUTIVES, LLC.

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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

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 (87th percentile).

Plan sponsor

Name

ROOT EXECUTIVES, LLC

EIN

all filings

Address

10151 SE SUNNYSIDE RD. - STE. 220 · CLACKAMAS, OR · 97015

Phone

(503) 208-8220

Industry

Finance & Insurance

Plan administrator