How big is ROOT Financial Partners' plan?

ROOT Financial Partners' plan reported $2.4M in assets and 65 participants for 2025.

Original filing (PDF)20260422221923NAL0004057361050

ROOT Financial Partners

Name: ROOT Financial Partners — ROOT Financial Partners, Form 5500 (2025)
Creator: ROOT Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOT Financial Partners 401(k) Plan

401(k) retirement plan · ROOT Financial Partners' ROOT Financial Partners 401(k) Plan held $2.4M in plan assets for 65 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

ROOT Financial Partners' EIN is 82-2845333.

EIN 82-2845333

Plan number 001

Plan year 2025

ACK ID 20260422221923NAL0004057361050

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ROOT Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ROOT Financial Partners' 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 FINANCIAL PARTNERS.

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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