Sponsor portfolio
ROOTADVISORS LLC
EIN 20-4328422accountingLatest filing 2025
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
19
1516 S WALNUT ST - BLOOMINGTON, IN 47401812-332-7200rootadvisors.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROOTADVISORS LLC 401(K) PLAN | 401k | $3.2M | 19 | 2025 |
Retirement plans