Back to filter
Original filing (PDF)20250929131746NAL0015244131001
FOUNDANT TECHNOLOGIES
Form 5500
FILING_RECEIVED
FOUNDANT TECHNOLOGIES 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
~79 bps in Sched C fees
Active participants
159
Accounts w/ balance
173
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 172% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDANT TECHNOLOGIES.
Plan sponsor
Name
FOUNDANT TECHNOLOGIES
EIN
20-8081996
Address
149 WILLOW PEAK DRIVE · BOZEMAN, MT · 59718
Phone
(406) 922-5130
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA INC | — | LA VISTA, NE | INVESTMENT ADVISOR | $18K | — |
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIG SKY RETIREMENT INC | — | HELENA, MT | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
Investments
37 direct securities · 1 pooled fund· $10.3M(100% of reported assets)
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.
Uncategorized
$10.1M
37 holdings
Common Collective Trust
$261K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | — | — | — | $2.4M | 23.6% | |
| AMERICAN FUNDS AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $798K | 7.7% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $695K | 6.7% | |
| AMERICAN FUNDS AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $620K | 6.0% | |
| FIDELITY MID CAP INDEX | — | — | — | $594K | 5.7% | |
| AMERICAN FUNDS AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $521K | 5.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | — | — | — | $438K | 4.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $427K | 4.1% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $356K | 3.4% | |
| EMPOWER GUARANTEED INTEREST FUND, 1.7% | — | — | — | $340K | 3.3% | |
| AMERICAN FUNDS AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | — | — | — | $336K | 3.2% | |
| FIDELITY INTL SUSTAINABILITY IDX | — | — | — | $310K | 3.0% | |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $261K | 2.5% | |
| AMERICAN FUNDS AMERICAN FUNDS BOND FUND OF AMER R6 | — | — | — | $216K | 2.1% | |
| JPMORGAN US RESEARCH ENHANCED EQUITY R6 | — | — | — | $204K | 2.0% | |
| AMERICAN FUNDS AMERICAN FUNDS GROWTH FUND OF AMER R6 | — | — | — | $182K | 1.8% | |
| AMERICAN FUNDS AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $177K | 1.7% | |
| MFS TECHNOLOGY R6 | — | — | — | $170K | 1.6% | |
| AMERICAN FUNDS AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $166K | 1.6% | |
| AMERICAN FUNDS AMERICAN FUNDS CAPITAL WORLD GIR6 | — | — | — | $163K | 1.6% | |
| AMERICAN FUNDS AMERICAN FUNDS AMERICAN MUTUAL R6 | — | — | — | $144K | 1.4% | |
| TEMPLETON DEVELOPING MARKETS R6 | — | — | — | $136K | 1.3% | |
| AMERICAN FUNDS AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $115K | 1.1% | |
| AMERICAN FUNDS AMERICAN FUNDS INCOME FUND OF AMERICA R6 | — | — | — | $107K | 1.0% | |
| AMERICAN FUNDS AMERICAN FUNDS FUNDAMENTAL INVESTORS R6 | — | — | — | $87K | 0.8% | |
| AMERICAN FUNDS AMERICAN FUNDS SMALLCAP WORLD R6 | — | — | — | $45K | 0.4% | |
| MFS DIVERSIFIED INCOME R6 | — | — | — | $44K | 0.4% | |
| AMERICAN FUNDS AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | — | — | — | $37K | 0.4% | |
| AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $32K | 0.3% | |
| AMERICAN FUNDS AMERICAN FUNDS GLOBAL BALANCED R6 | — | — | — | $32K | 0.3% | |
| AMERICAN FUNDS AMERICAN FUNDS AMERICAN HI INC TR R6 | — | — | — | $28K | 0.3% | |
| AMERICAN FUNDS AMERICAN FUNDS NEW ECONOMY R6 | — | — | — | $28K | 0.3% | |
| FIDELITY U.S. SUSTAINABILITY INDEX INSTL | — | — | — | $27K | 0.3% | |
| AMERICAN FUNDS AMERICAN FUNDS AMCAP R6 | — | — | — | $24K | 0.2% | |
| AMERICAN FUNDS AMERICAN FUNDS WASHINGTON MUTUAL R6 | — | — | — | $15K | 0.1% | |
| MIROVA GLOBAL SUSTAINABLE EQUITY N | — | — | — | $11K | 0.1% | |
| JPMORGAN SMID CAP EQUITY R6 | — | — | — | $9K | <0.1% | |
| T. ROWE PRICE T. ROWE PRICE US HIGH YIELD I | — | — | — | $2K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Custom Computer Programming plans
ALBERT CORPORATION
ALBERT CORPORATION 401(K) PLAN
$10.3M · 127 participants
CSE SOFTWARE INC.
CSE SOFTWARE INC. 401(K) P/S PLAN
$10.3M · 85 participants
LTI TECHNOLOGY SOLUTIONS
LTI TECHNOLOGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN
$10.3M · 111 participants
ARETE, INC. 401(K)
ARETE, INC. 401(K) PROFIT SHARING PLAN
$10.3M · 13 participants
ADB CABLE, INC.
ADB CABLE, INC./ADB AMERICA, INC. 401(K) PLAN
$10.3M · 15 participants
AGILITY, INC.
AGILITY, INC. 401(K) PLAN AND TRUST
$10.4M · 10 participants
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants