Plan Snapshot
- Plan Sponsor: Root Laboratory, INC.
- Sponsor EIN: 480878135
- Sponsor Address: 5201 COLLEGE BOULEVARD, LEAWOOD, KS, 66211
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $15.2M
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 | 90 | $15.2M | $152,480 | $321,348 |
| 2023 | 100 | $14.4M | $157,411 | $343,300 |
| 2022 | 96 | $13.0M | $157,096 | $363,283 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,847 | — | — | — | — |
| 2023 | $44,277 | $34,215 | $5,489 | — | — |
| 2022 | $51,781 | $34,496 | — | — | $16,947 |