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  1. Companies/
  2. Rooted Financial Group, LLC

Filings through Oct 24, 2026.

Rooted Financial Group, LLC

EIN 85-1248650-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$317K assets
Health & Benefits
0
Participants
4
8751 SW 194TH PL - BEAVERTON, OR 97007503-207-2067
Plans on this EIN
1 filing
#001401(k)-$317K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ROOTED FINANCIAL GROUP 401(K) PLAN

401(k)

Assets$317K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ROOTED FINANCIAL GROUP 401(K) PLAN401(k)$317K42025
  • ROOTED FINANCIAL GROUP 401(K) PLAN$317K
    #001 · 401(k) · 20254
Retirement plans
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