How big is Roots Retail, LLC's plan?

Roots Retail, LLC's plan reported $19K in assets and 16 participants for 2025.

Original filing (PDF)20260430220638NAL0000225363034

Roots Retail, LLC

Name: Roots Retail, LLC — Roots Retail 401(k) Plan, Form 5500 (2025)
Creator: Roots Retail, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roots Retail 401(k) Plan

401(k) retirement plan · Roots Retail, LLC's Roots Retail 401(k) Plan held $19K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan identifiers

Roots Retail, LLC's EIN is 82-0607019.

EIN 82-0607019

Plan number 001

Plan year 2025

ACK ID 20260430220638NAL0000225363034

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roots Retail, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roots Retail, 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 ROOTS RETAIL, LLC.

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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

Helping the score