Civic Intelligence

Caret Holdings Inc.

Plan context: Root Retirement Plan

EIN 47-3049829 • Columbus, OH • 7 filings • 1 plans

34 West Gay StreetSuite 2AColumbus, OH 43215
Current Snapshot

Latest Year

2024

2024 Participants

1,042

2024 Assets

$56,865,567

2024 Contributions

$12,512,546

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$56,865,567$28,432,784$0201820212024YearValue
$56,865,567Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,5267630201820212024YearValue
1,042Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411,042$56,865,567$12,512,546$12,008iApproximate average salary by contribution assumption: employee only about $300,205 at 4% or $200,137 at 6%; with 50% employer match about $200,137 at 4% or $133,424 at 6%; with 100% employer match about $150,103 at 4% or $100,068 at 6%.
Root Retirement Plan-1,042$56,865,567$12,512,546$12,008iApproximate average salary by contribution assumption: employee only about $300,205 at 4% or $200,137 at 6%; with 50% employer match about $200,137 at 4% or $133,424 at 6%; with 100% employer match about $150,103 at 4% or $100,068 at 6%.
20231675$42,783,755$8,822,559$13,070iApproximate average salary by contribution assumption: employee only about $326,761 at 4% or $217,841 at 6%; with 50% employer match about $217,841 at 4% or $145,227 at 6%; with 100% employer match about $163,381 at 4% or $108,920 at 6%.
Root Retirement Plan-675$42,783,755$8,822,559$13,070iApproximate average salary by contribution assumption: employee only about $326,761 at 4% or $217,841 at 6%; with 50% employer match about $217,841 at 4% or $145,227 at 6%; with 100% employer match about $163,381 at 4% or $108,920 at 6%.
20221764$33,237,525$12,207,814$15,979iApproximate average salary by contribution assumption: employee only about $399,470 at 4% or $266,314 at 6%; with 50% employer match about $266,314 at 4% or $177,542 at 6%; with 100% employer match about $199,735 at 4% or $133,157 at 6%.
Root Retirement Plan-764$33,237,525$12,207,814$15,979iApproximate average salary by contribution assumption: employee only about $399,470 at 4% or $266,314 at 6%; with 50% employer match about $266,314 at 4% or $177,542 at 6%; with 100% employer match about $199,735 at 4% or $133,157 at 6%.
202111,526$35,070,348$17,399,433$11,402iApproximate average salary by contribution assumption: employee only about $285,050 at 4% or $190,033 at 6%; with 50% employer match about $190,033 at 4% or $126,689 at 6%; with 100% employer match about $142,525 at 4% or $95,017 at 6%.
Root Retirement Plan-1,526$35,070,348$17,399,433$11,402iApproximate average salary by contribution assumption: employee only about $285,050 at 4% or $190,033 at 6%; with 50% employer match about $190,033 at 4% or $126,689 at 6%; with 100% employer match about $142,525 at 4% or $95,017 at 6%.
20201987$18,318,984$8,995,375$9,114iApproximate average salary by contribution assumption: employee only about $227,846 at 4% or $151,898 at 6%; with 50% employer match about $151,898 at 4% or $101,265 at 6%; with 100% employer match about $113,923 at 4% or $75,949 at 6%.
Root Retirement Plan-987$18,318,984$8,995,375$9,114iApproximate average salary by contribution assumption: employee only about $227,846 at 4% or $151,898 at 6%; with 50% employer match about $151,898 at 4% or $101,265 at 6%; with 100% employer match about $113,923 at 4% or $75,949 at 6%.
20191727$7,918,345$5,766,061$7,931iApproximate average salary by contribution assumption: employee only about $198,283 at 4% or $132,188 at 6%; with 50% employer match about $132,188 at 4% or $88,126 at 6%; with 100% employer match about $99,141 at 4% or $66,094 at 6%.
Root Retirement Plan-727$7,918,345$5,766,061$7,931iApproximate average salary by contribution assumption: employee only about $198,283 at 4% or $132,188 at 6%; with 50% employer match about $132,188 at 4% or $88,126 at 6%; with 100% employer match about $99,141 at 4% or $66,094 at 6%.
20181209$1,383,902$1,551,704$7,424iApproximate average salary by contribution assumption: employee only about $185,611 at 4% or $123,740 at 6%; with 50% employer match about $123,740 at 4% or $82,494 at 6%; with 100% employer match about $92,805 at 4% or $61,870 at 6%.
Root Retirement Plan-209$1,383,902$1,551,704$7,424iApproximate average salary by contribution assumption: employee only about $185,611 at 4% or $123,740 at 6%; with 50% employer match about $123,740 at 4% or $82,494 at 6%; with 100% employer match about $92,805 at 4% or $61,870 at 6%.