Find an old Root Laboratory 401(k)

Who to contact about an account in the Root Laboratory plan, from the filings. Free, no sign-up, no Social Security number.

Root Laboratory, Inc. 401(k) Profit Sharing Plan

Root Laboratory, Inc. · Plan 001 · EIN 48-0878135 · Leawood, KS

Active · plan year 2024 filing401(k)
Plan administratorRoot Laboratory, Inc.
5201 College Boulevard, Leawood, KS 66211
Form 5500 ↗
Recordkeeper (who holds the accounts)Tpp Retirement Plan SpecialistsSchedule C ↗
Former employees with balances34 separated participants still had money in the planForm 5500 ↗

Root Laboratory 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Root Laboratory 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Root Laboratory, Inc., (913) 491-3555. The accounts are held by the recordkeeper, Tpp Retirement Plan Specialists. Have your Social Security number and dates of employment ready.

What is the Root Laboratory 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (913) 491-3555.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Root Laboratory and does not hold accounts. Not financial advice. Report a correction