Original filing (PDF)20250609151115NAL0011090083001

ROOT CAUSES HOLISTIC HEALTH AND MEDICINE, LLC

Name: ROOT CAUSES HOLISTIC HEALTH AND MEDICINE, LLC — ROOT CAUSES HOLISTIC HEALTH AND MEDICINE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ROOT CAUSES HOLISTIC HEALTH AND MEDICINE, LLC

Form 5500-SF

FILING_RECEIVED

ROOT CAUSES HOLISTIC HEALTH AND MEDICINE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOT CAUSES HOLISTIC HEALTH AND MEDICINE, LLC.

Plan sponsor

Name

ROOT CAUSES HOLISTIC HEALTH AND MEDICINE, LLC

EIN

81-4238901

Address

12734 KENWOOD LANE, SUITE 56 · FORT MYERS, FL · 33907

Phone

(239) 425-2900

Industry

Health Care & Social Assistancesee all

Plan administrator