# Root 2 LLC 401(k) Plan
Source: https://planprovider.pro/companies/root-2-llc-401k-plan

> Root 2 LLC's 401(k) plan: 526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Root 2 LLC

- **Sponsor EIN:** 260818196

- **Sponsor Address:** 244 FIFTH AVENUE, NEW YORK, NY, 10001

- **Plan Type:** 401(k)

- **Total Participants:** 526

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|526|$1.5M|$0|$156,306|

| 2023|465|$1.3M|$0|$186,170|

| 2022|358|$1.0M|$0|$214,217|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ADP, INC.|RECORD KEEPER|$17,646|—|$17,646|

| DAVIS WARD & HOCHMAN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,646

- **Estimated Expense Ratio:** 1.216% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$17,647|—|—|—|—|

| 2023|$23,496|—|—|—|—|

| 2022|$19,060|—|—|—|—|

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