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Filings through Oct 24, 2026.

Sponsor portfolio

Roots

EIN 20-2773347-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
2
$200K assets
Welfare
0
Participants
14
485 W. MILL RD - MATTITUCK, NY 11952631-252-4505
Plans on this EIN
2 filings
#001Cash balance-$185K - 7 part#002Profit-sharing-$16K - 7 part

Retirement portfolio analytics

2 plans aggregated / $200K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • CASH BALANCE PLAN (#001)92%
  • PROFIT SHARING PLAN (#002)8%
Total $200KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)7
  • PROFIT SHARING PLAN (#002)7
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROOTS CASH BALANCE PLAN

Cash balance

Assets$185K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROOTS 401K PROFIT SHARING PLAN

Profit-sharing

Assets$16K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROOTS CASH BALANCE PLANCash balance$185K72025
002ROOTS 401K PROFIT SHARING PLANProfit-sharing$16K72025
Retirement plans
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