The Danville Group Dba Rootstock Software 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Danville Group Dba Rootstock Software
  • Sponsor EIN: 562583904
  • Sponsor Address: 3001 BISHOP DRIVE, SAN RAMON, CA, 94583
  • Plan Type: 401(k)
  • Total Participants: 75
  • Total Assets: $8.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202475$8.1M$0$1.0M
202386$6.7M$0$889,373
202272$6.0M$0$781,466

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