How big is ROOT Genius, Inc.'s plan?

ROOT Genius, Inc.'s plan reported $126K in assets and 1 participants for 2024.

Original filing (PDF)20251015124610NAL0006128512001

ROOT Genius, Inc.

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

Form 5500-SF

FILING_RECEIVED

ROOT Genius 401(k) Plan

401(k) retirement plan · ROOT Genius, Inc.'s ROOT Genius 401(k) Plan held $126K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

People on this filing

Kevin Moore signed ROOT Genius, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Moore — 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

ROOT Genius, Inc.'s EIN is 86-1202256.

EIN 86-1202256

Plan number 001

Plan year 2024

ACK ID 20251015124610NAL0006128512001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROOT Genius, Inc.'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 GENIUS, INC..

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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