Foundant Technologies' EIN is 20-8081996.
Download the official 2024 Form 5500 (PDF) for Foundant Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundant Technologies' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SECURITIES AMERICA INC | — | LA VISTA, NE | INVESTMENT ADVISOR | $18K | — |
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIG SKY RETIREMENT INC | — | HELENA, MT | CONTRACT ADMIN | $3K | — |
