How big is ROOT Therapy & Wellness, LLC's plan?

ROOT Therapy & Wellness, LLC's plan reported $101K in assets and 5 participants for 2024.

Original filing (PDF)20250917142507NAL0000441457001

ROOT Therapy & Wellness, LLC

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

Form 5500-SF

FILING_RECEIVED

ROOT Therapy & Wellness 401(k) Plan

401(k) retirement plan · ROOT Therapy & Wellness, LLC's ROOT Therapy & Wellness 401(k) Plan held $101K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

Plan identifiers

ROOT Therapy & Wellness, LLC's EIN is 83-2618296.

EIN 83-2618296

Plan number 001

Plan year 2024

ACK ID 20250917142507NAL0000441457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROOT Therapy & Wellness, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 THERAPY & WELLNESS, LLC.

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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 (93rd percentile).

Plan sponsor

Name

ROOT THERAPY & WELLNESS, LLC

EIN

all filings

Address

2411 WEST MAIN STREET · SUITE 2 · BOZEMAN, MT · 59718

Phone

(406) 219-5388

Industry

Health Care & Social Assistance

Plan administrator