Original filing (PDF)20250327220135NAL0000253953017

Agencyroot, LLC

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

Form 5500-SF

FILING_RECEIVED

Agencyroot, LLC 401(k) Plan

401(k) retirement plan · Agencyroot, LLC's Agencyroot, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Signals · 1

Late filing · 2.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

QIAN LIU signed Agencyroot, LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Agencyroot, LLC's EIN is 82-1990039.

EIN 82-1990039

Plan number 001

Plan year 2024

ACK ID 20250327220135NAL0000253953017

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Agencyroot, 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 AGENCYROOT, 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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off