How big is Rooted School Foundation's plan?

Rooted School Foundation's plan reported $129K in assets and 2 participants for 2024.

Original filing (PDF)20250718134647NAL0001835569001

Rooted School Foundation

Name: Rooted School Foundation — Rooted School Foundation, Form 5500 (2024)
Creator: Rooted School Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rooted School Foundation 401(k) Plan

401(k) retirement plan · Rooted School Foundation's Rooted School Foundation 401(k) Plan held $129K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

People on this filing

Marcus Bowie signed Rooted School Foundation's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Rooted School Foundation's EIN is 84-1905316.

EIN 84-1905316

Plan number 001

Plan year 2024

ACK ID 20250718134647NAL0001835569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rooted School Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rooted School Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOTED SCHOOL FOUNDATION.

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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