How big is Rooted's plan?

Rooted's plan reported $471K in assets and 7 participants for 2024.

Original filing (PDF)20250210165423NAL0035672626001

Rooted

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

Form 5500-SF

FILING_RECEIVED

Rooted 401(k) Plan

401(k) retirement plan · Rooted's Rooted 401(k) Plan held $471K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

People on this filing

Patrick Donovan signed Rooted's 2024 Form 5500 as plan administrator.

Patrick Donovan — 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

Rooted's EIN is 82-3215105.

EIN 82-3215105

Plan number 001

Plan year 2024

ACK ID 20250210165423NAL0035672626001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rooted'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 ROOTED.

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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.

Plan sponsor

Name

ROOTED

EIN

all filings

Address

1390 LAWRENCE ST · #200 · DENVER, CO · 802042081

Phone

(970) 390-0378

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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