How big is Square Roots Holdings, LLC's plan?

Square Roots Holdings, LLC's plan reported $1.1M in assets and 15 participants for 2024.

Original filing (PDF)20250930115117NAL0013160896001

Square Roots Holdings, LLC

Name: Square Roots Holdings, LLC — Square Roots Holdings, Form 5500 (2024)
Creator: Square Roots Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Square Roots Holdings, LLC 401(k) Plan

401(k) retirement plan · Square Roots Holdings, LLC's Square Roots Holdings, LLC 401(k) Plan held $1.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Amanda Townzen signed Square Roots Holdings, LLC's 2024 Form 5500 as plan administrator.

Amanda Townzen — 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

Square Roots Holdings, LLC's EIN is 83-3126202.

EIN 83-3126202

Plan number 001

Plan year 2024

ACK ID 20250930115117NAL0013160896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Square Roots Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Square Roots Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SQUARE ROOTS HOLDINGS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score