AUMdb

Root 2 Llc 401(k) Plan

Sponsored by Root 2 Llc · EIN 260818196 · Plan #001

Total assets
$1.5M
Net assets
$1.4M
Active participants
526
With balances
178

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $17,646