Original filing (PDF)20250527150619NAL0004079123001

TAKE ROOT Media, LLC

Name: TAKE ROOT Media, LLC — TAKE ROOT Media, LLC, Form 5500 (2024)
Creator: TAKE ROOT Media, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TAKE ROOT Media, LLC Retirement Plan

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

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jeffrey Meyer signed TAKE ROOT Media, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Meyer — 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

TAKE ROOT Media, LLC's EIN is 83-2114840.

EIN 83-2114840

Plan number 001

Plan year 2024

ACK ID 20250527150619NAL0004079123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TAKE ROOT Media, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAKE ROOT MEDIA, LLC.

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

TAKE ROOT MEDIA, LLC

EIN

all filings

Address

10700 SIKES PLACE · SUITE 150 · CHARLOTTE, NC · 28269

Phone

(847) 977-8910

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-10-31

Filed

2025-05-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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