How big is ROOT Functional Medicine, PLC's plan?

ROOT Functional Medicine, PLC's plan reported $308K in assets and 6 participants for 2025.

Original filing (PDF)20260423220844NAL0002831043029

ROOT Functional Medicine, PLC

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

Form 5500-SF

FILING_RECEIVED

ROOT Functional Medicine, PLC 401(k) Plan

401(k) retirement plan · ROOT Functional Medicine, PLC's ROOT Functional Medicine, PLC 401(k) Plan held $308K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

People on this filing

Elantha Barry signed ROOT Functional Medicine, PLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

ROOT Functional Medicine, PLC's EIN is 83-1596810.

EIN 83-1596810

Plan number 001

Plan year 2025

ACK ID 20260423220844NAL0002831043029

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ROOT Functional Medicine, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ROOT Functional Medicine, PLC'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 ROOT FUNCTIONAL MEDICINE, PLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ROOT FUNCTIONAL MEDICINE, PLC

EIN

all filings

Address

1059 WEALTHY STREET SE · SUITE E · GRAND RAPIDS, MI · 49506

Phone

(616) 498-6050

Industry

Health Care & Social Assistance

Plan administrator