How big is Goodroot, LLC's plan?

Goodroot, LLC's plan reported $8.6M in assets and 97 participants for 2023.

Original filing (PDF)20241009131657NAL0031313312001

Goodroot, LLC

Name: Goodroot, LLC — Goodroot, LLC 401(k) Plan, Form 5500 (2023)
Creator: Goodroot, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goodroot, LLC 401(k) Plan

401(k) retirement plan · Goodroot, LLC's Goodroot, LLC 401(k) Plan held $8.6M in plan assets for 97 participants in 2023.

Active participants

Accounts w/ balance

133

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

James Harper signed Goodroot, LLC's 2023 Form 5500 as plan administrator.

James Harper — 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

Goodroot, LLC's EIN is 85-1797665.

EIN 85-1797665

Plan number 001

Plan year 2023

ACK ID 20241009131657NAL0031313312001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Goodroot, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Goodroot, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

GOODROOT, LLC

DBA

REMEDYONE

EIN

all filings

Address

10 FRONT STREET, SUITE 102 · COLLINSVILLE, CT · 06022

Phone

(860) 352-5040

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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