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Sponsor portfolioTH

THREE ROOTS CAPITAL

EIN 62-1624472-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.0M assets
Welfare
0
Participants
10
12640 KINGSTON PIKE - KNOXVILLE, TN 37934865-220-17153rootscapital.orgLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.0M - 10 part

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Retirement#001

THREE ROOTS CAPITAL 401(K) PLAN

401k

Assets$3.0M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THREE ROOTS CAPITAL 401(K) PLAN401k$3.0M102025
Retirement plans
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