P 401(k) Plan Report

Stable plan record

ROOT FINANCIAL PARTNERS 401(K) PLAN

Sponsored by ROOT FINANCIAL PARTNERS · EIN/PN 822845333-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,989
Administrative cost per participant
2025
$27
Active participants
2025
65
Total plan assets
2025
$2,365,620
Participant loans as a share of assets
2025
0.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422221923NAL000405736105065$4,989
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.