How big is Roots Opco LLC's plan?

Roots Opco LLC's plan reported $299K in assets and 735 participants for 2024.

Original filing (PDF)20250910133058NAL0013197379001

Roots Opco LLC

Name: Roots Opco LLC — Roots Natural Kitchen 401(k) Plan, Form 5500 (2024)
Creator: Roots Opco LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roots Natural Kitchen 401(k) Plan

401(k) retirement plan · Roots Opco LLC's Roots Natural Kitchen 401(k) Plan held $299K in plan assets for 735 participants in 2024.

Signals · 1

No auditor on file

Active participants

735

Accounts w/ balance

Plan assets (EOY)

$299K

Net assets (EOY)

$299K

People on this filing

Henry Borgeson signed Roots Opco LLC's 2024 Form 5500 as plan administrator.

Henry Borgeson — 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

Roots Opco LLC's EIN is 93-4737308.

EIN 93-4737308

Plan number 001

Plan year 2024

ACK ID 20250910133058NAL0013197379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roots Opco LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roots Opco LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score