Roots Management Group LLC
Plan context: Roots Management Group 401(K) Plan
EIN 87-0855596 • 7 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
614
2025 Assets
$1,122,205
2025 Contributions
$710,452
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 614 | $1,122,205 | $710,452 | $1,157iApproximate average salary by contribution assumption: employee only about $28,927 at 4% or $19,285 at 6%; with 50% employer match about $19,285 at 4% or $12,857 at 6%; with 100% employer match about $14,464 at 4% or $9,642 at 6%. |
| Roots Management Group 401(K) Plan | - | 614 | $1,122,205 | $710,452 | $1,157iApproximate average salary by contribution assumption: employee only about $28,927 at 4% or $19,285 at 6%; with 50% employer match about $19,285 at 4% or $12,857 at 6%; with 100% employer match about $14,464 at 4% or $9,642 at 6%. |
| 2024 | 2 | 643 | $4,908,143 | $2,521,737 | $3,922iApproximate average salary by contribution assumption: employee only about $98,046 at 4% or $65,364 at 6%; with 50% employer match about $65,364 at 4% or $43,576 at 6%; with 100% employer match about $49,023 at 4% or $32,682 at 6%. |
| Roots Management Group 401(K) Plan | - | 643 | $4,908,143 | $2,521,737 | $3,922iApproximate average salary by contribution assumption: employee only about $98,046 at 4% or $65,364 at 6%; with 50% employer match about $65,364 at 4% or $43,576 at 6%; with 100% employer match about $49,023 at 4% or $32,682 at 6%. |
| Roots Management Group LLC Employee Health and Welfare Plan | - | 604 | - | - | - |
| 2023 | 2 | 643 | $2,799,565 | $1,862,373 | $2,896iApproximate average salary by contribution assumption: employee only about $72,410 at 4% or $48,273 at 6%; with 50% employer match about $48,273 at 4% or $32,182 at 6%; with 100% employer match about $36,205 at 4% or $24,137 at 6%. |
| Roots Management Group 401(K) Plan | - | 643 | $2,799,565 | $1,862,373 | $2,896iApproximate average salary by contribution assumption: employee only about $72,410 at 4% or $48,273 at 6%; with 50% employer match about $48,273 at 4% or $32,182 at 6%; with 100% employer match about $36,205 at 4% or $24,137 at 6%. |
| Roots Management Group LLC Employee Health and Welfare Plan | - | 572 | - | - | - |
| 2022 | 1 | 569 | $0 | $0 | - |
| Roots Management Group LLC Employee Health and Welfare Plan | - | 569 | - | - | - |
| 2021 | 1 | 306 | $0 | $0 | - |
| Roots Management Group LLC Employee Health and Welfare Plan | - | 306 | - | - | - |