How big is Rooled Inc.'s plan?

Rooled Inc.'s plan reported $1.2M in assets and 23 participants for 2025.

Original filing (PDF)20260423220553NAL0002828531032

Rooled Inc.

Name: Rooled Inc. — Rooled 401(k) Plan, Form 5500 (2025)
Creator: Rooled Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rooled 401(k) Plan

401(k) retirement plan · Rooled Inc.'s Rooled 401(k) Plan held $1.2M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Elantha Barry signed Rooled Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Rooled Inc.'s EIN is 85-3628701.

EIN 85-3628701

Plan number 001

Plan year 2025

ACK ID 20260423220553NAL0002828531032

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rooled Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rooled Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

ROOLED INC.

EIN

all filings

Address

333 W SANTA CLARA STREET, · SUITE 612 · SAN JOSE, CA · 95113

Phone

(408) 391-2927

Industry

Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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