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

ROOT'S, Inc.'s plan reported $303K in assets and 11 participants for 2025.

Original filing (PDF)20260423111432NAL0007502512001

ROOT'S, Inc.

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

Form 5500-SF

FILING_RECEIVED

Roots, Inc. 401(k) Retirement Plan

401(k) retirement plan · ROOT'S, Inc.'s Roots, Inc. 401(k) Retirement Plan held $303K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

People on this filing

Katie ROOT signed ROOT'S, Inc.'s 2025 Form 5500 as plan administrator.

Katie ROOT — 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'S, Inc.'s EIN is 91-1598839.

EIN 91-1598839

Plan number 001

Plan year 2025

ACK ID 20260423111432NAL0007502512001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

ROOT'S, 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'S, 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