How big is Firm Foundations' plan?

Firm Foundations' plan reported $360K in assets and 4 participants for 2023.

Original filing (PDF)20240603101004NAL0037332882001

Firm Foundations

Name: Firm Foundations — Firm Foundations 401(k) P/S Plan, Form 5500 (2023)
Creator: Firm Foundations
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Firm Foundations 401(k) P/S Plan

401(k) retirement plan · Firm Foundations' Firm Foundations 401(k) P/S Plan held $360K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

People on this filing

Rockey Dvorak signed Firm Foundations' 2023 Form 5500 as plan administrator.

Rockey Dvorak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Firm Foundations' EIN is 01-0569872.

EIN 01-0569872

Plan number 001

Plan year 2023

ACK ID 20240603101004NAL0037332882001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Firm Foundations from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Firm Foundations' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRM FOUNDATIONS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score