Northern Roots INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Northern Roots INC.
  • Sponsor EIN: 454886518
  • Sponsor Address: 4111 BUCKINGHAM PLACE, COLLEYVILLE, TX, 76034
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$0$0$6,748
20232$392,970$1,538$11,005
20226$349,146$4,852$39,271

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