How big is New Roots Institute's plan?

New Roots Institute's plan reported $198K in assets and 26 participants for 2024.

Original filing (PDF)20250718120013NAL0000791955001

New Roots Institute

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

Form 5500-SF

FILING_RECEIVED

New Roots Institute 401(k) Plan

401(k) retirement plan · New Roots Institute's New Roots Institute 401(k) Plan held $198K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Marcus Bowie signed New Roots Institute's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

New Roots Institute's EIN is 82-4594246.

EIN 82-4594246

Plan number 001

Plan year 2024

ACK ID 20250718120013NAL0000791955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New Roots Institute'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 NEW ROOTS INSTITUTE.

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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