What public Form 5500 filings show about the Foundations Health & Wholeness 401(k) plan — and how to find and check your own account.
Foundations Health & Wholeness (EIN 39-1047205) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FOUNDATIONS HEALTH & WHOLENESS, INC. on its most recent Form 5500, with $2.9M in plan assets across 62 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Foundations Health & Wholeness filing — schedules, fees, and providers.
Foundations Health & Wholeness’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Foundations Health & WholenessHR for the recordkeeper’s name and login.
