How big is Rooted Partners' plan?

Rooted Partners' plan reported $27K in assets and 1 participants for 2025.

Original filing (PDF)20260414155257NAL0032676882001

Rooted Partners

Name: Rooted Partners — Rooted Partners 401(k) Profit, Form 5500 (2025)
Creator: Rooted Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rooted Partners 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Rooted Partners' Rooted Partners 401(k) Profit Sharing Plan & Trust held $27K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

THAD Ortez signed Rooted Partners' 2025 Form 5500 as plan administrator.

THAD Ortez — 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

Rooted Partners' EIN is 88-0751724.

EIN 88-0751724

Plan number 001

Plan year 2025

ACK ID 20260414155257NAL0032676882001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Rooted Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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