Root Retirement Plan
Sponsored by Caret Holdings, Inc. · EIN 473049829 · Plan #001
- Total assets
- $56.9M
- Net assets
- $56.9M
- Active participants
- 1,042
- With balances
- 1,465
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $148,773 |
| Global Retirement Partners Llc | Investment advisory (plan) | $46,473 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,249 |