FOUNDRY WEALTH ADVISORS, LLC 401(k) Plan
What public Form 5500 filings show about the FOUNDRY WEALTH ADVISORS, LLC 401(k) plan — and how to find and check your own account.
The FOUNDRY WEALTH ADVISORS, LLC 401(k) on its latest Form 5500
FOUNDRY WEALTH ADVISORS, LLC (EIN 27-4909203) reports FOUNDRY WEALTH ADVISORS 401(K) PLAN on its most recent Form 5500, with $228K in plan assets across 4 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 FOUNDRY WEALTH ADVISORS, LLC filing — schedules, fees, and providers.
Who runs the FOUNDRY WEALTH ADVISORS, LLC 401(k)?
FOUNDRY WEALTH ADVISORS, LLC’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 FOUNDRY WEALTH ADVISORS, LLCHR for the recordkeeper’s name and login.
How to check your FOUNDRY WEALTH ADVISORS, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FOUNDRY WEALTH ADVISORS, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).