Roots Management Group 401(k) Plan
Sponsored by Roots Management Group, Llc · EIN 870855596 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 643
- With balances
- 758
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Float revenue, Participant loan processing | $63,009 |
| Dwc The 401(k) Experts | Recordkeeping, Participant loan processing, Recordkeeping fees | $30,689 |
| Big Benefit Corp | Consulting (pension) | $14,268 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $5,215 |