Original filing (PDF)20250930115117NAL0013160896001

SQUARE ROOTS HOLDINGS, LLC

Name: SQUARE ROOTS HOLDINGS, LLC — SQUARE ROOTS HOLDINGS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SQUARE ROOTS HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

SQUARE ROOTS HOLDINGS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SQUARE ROOTS HOLDINGS, LLC.

Plan sponsor

Name

SQUARE ROOTS HOLDINGS, LLC

EIN

83-3126202

Address

455 BIRCH STREET · KENNETT SQUARE, PA · 19348

Phone

(484) 730-1277

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

DEFINITI

EIN

85-0833363

City

ERIE, PA

Phone

(800) 882-4026

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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