Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ART OF THE ROOT, LTD.
EIN 46-4847790Retail TradeLatest filing 2025
Plans
3
Retirement
2
$1.9M assets
Welfare
1
Participants
44
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 41 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
ART OF THE ROOT CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ART OF THE ROOT 401(K) & PROFIT SHARING PLAN
401k
Assets$745K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ART OF THE ROOT LTD CHAMBER BENEFIT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ART OF THE ROOT CASH BALANCE PLAN | CashBalance | $1.1M | 17 | 2025 | |
| 001 | ART OF THE ROOT 401(K) & PROFIT SHARING PLAN | 401k | $745K | 24 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ART OF THE ROOT LTD CHAMBER BENEFIT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans