Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROOTS REAL ESTATE LLC
EIN 27-2036732Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$452K assets
Welfare
0
Participants
6
12121 MUSKET RIM - AUSTIN, TX 78738512-743-4653
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $452K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROOTS REAL ESTATE LLC CASH BALANCE PLAN
CashBalance
Assets$431K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ROOTS REAL ESTATE LLC 401(K) PLAN
401k
Assets$21K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROOTS REAL ESTATE LLC CASH BALANCE PLAN | CashBalance | $431K | 3 | 2024 | |
| 001 | ROOTS REAL ESTATE LLC 401(K) PLAN | 401k | $21K | 3 | 2024 |
Retirement plans