How big is ROOT Instance LLC's plan?

ROOT Instance LLC's plan reported $2.1M in assets and 7 participants for 2024.

Original filing (PDF)20250724080557NAL0005026273001

ROOT Instance LLC

Name: ROOT Instance LLC — ROOT Instance LLC 401(k) Plan, Form 5500 (2024)
Creator: ROOT Instance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROOT Instance LLC 401(k) Plan

401(k) retirement plan · ROOT Instance LLC's ROOT Instance LLC 401(k) Plan held $2.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

ROOT Instance LLC's EIN is 83-3823013.

EIN 83-3823013

Plan number 001

Plan year 2024

ACK ID 20250724080557NAL0005026273001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROOT Instance 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 INSTANCE 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