How big is Financial Foundations Inc.'s plan?

Financial Foundations Inc.'s plan reported $4.5M in assets and 20 participants for 2024.

Original filing (PDF)20250811163331NAL0010338432001

Financial Foundations Inc.

Name: Financial Foundations Inc. — Financial Foundations, Form 5500 (2024)
Creator: Financial Foundations Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Foundations Inc. 401(k) Profit Sharing

401(k) retirement plan · Financial Foundations Inc.'s Financial Foundations Inc. 401(k) Profit Sharing held $4.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Jason Reesey signed Financial Foundations Inc.'s 2024 Form 5500 as plan administrator.

Jason Reesey — 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

Financial Foundations Inc.'s EIN is 04-3502917.

EIN 04-3502917

Plan number 001

Plan year 2024

ACK ID 20250811163331NAL0010338432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Foundations Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Foundations Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off