Back to filter
Original filing (PDF)20251219112053NAL0006301697001
ROOTS MANAGEMENT GROUP, LLC
Form 5500
FILING_RECEIVED
ROOTS MANAGEMENT GROUP, LLC EMPLOYEE HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
604
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOTS MANAGEMENT GROUP, LLC.
Plan sponsor
Name
ROOTS MANAGEMENT GROUP, LLC
EIN
87-0855596
Address
16479 DALLAS PKWY · SUITE 600 · ADDISON, TX · 75001
Phone
(480) 339-0000
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-19
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA | 59-1031071 | — | ADMINISTRATOR | $73K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using CIGNA
MANAGEMENT-ILA MANAGED HEALTH
MILA NATIONAL HEALTH PLAN
$1.7B · 23,890 participants
KRAFT HEINZ FOODS COMPANY
KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN
$797.6M
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND
MASSACHUSETTS LABORERS' HEALTH AND WELFARE FUND
$632.1M · 11,214 participants
UFCW & EMPLOYERS BENEFIT TRUST
UFCW & EMPLOYERS BENEFIT TRUST
$475.6M · 25,845 participants
XCEL ENERGY INC.
XCEL ENERGY INC. EMPLOYEE WELFARE BENEFIT PLAN
$420.7M · 11,534 participants
SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION
SAMBA BENEFIT PLAN
$200.7M · 108,563 participants
Similar-size Real Estate plans
COLONY CLUB APARTMENTS LLC
COLONY CLUB APARTMENTS LLC MEDOVA LIFESTYLE HEALTH PLAN
$0
CHANNEL BEACH MANAGEMENT LLC
CHANNEL BEACH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 9 participants
CLAIBORNE SENIOR LIVING
CLAIBORNE SENIOR LIVING 401(K) PLAN
$0
11221 RICHLAND AVENUE PROPERTI
11221 RICHLAND AVENUE PROPERTI 401(K) PROFIT SHARING PLAN & TRUST
$0
HYROSE MANAGEMENT INC
HYROSE MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 10 participants
PARKSIDE ASSOCIATES LLC
PARKSIDE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST
$0
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants