Original filing (PDF)20240903090659NAL0010476899001

Rooted in, LLC

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

Form 5500-SF

FILING_RECEIVED

Rooted in, LLC 401(k) Plan

401(k) retirement plan · Rooted in, LLC's Rooted in, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Rooted in, LLC's EIN is 85-3849663.

EIN 85-3849663

Plan number 001

Plan year 2023

ACK ID 20240903090659NAL0010476899001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Rooted in, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ROOTED IN, LLC

EIN

all filings

Address

621 HORSESHOE COURT · PROSPER, TX · 75078

Phone

(979) 777-4522

Industry

Agriculture, Forestry, Fishing, Hunting

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

2024-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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