Original filing (PDF)20250925095228NAL0007511537001

FOULKE MANAGEMENT CORPORATION

Name: FOULKE MANAGEMENT CORPORATION — FOULKE MANAGEMENT CORPORATION, INCORPORATED 401(K) PLAN, Form 5500 (2024)
Creator: FOULKE MANAGEMENT CORPORATION

Form 5500

FILING_RECEIVED

FOULKE MANAGEMENT CORPORATION, INCORPORATED 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

360

Accounts w/ balance

549

Plan assets (EOY)

$21.5M

Net assets (EOY)

$21.5M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 110K (5% of contributions).
Total administrative cost in the bottom quartile of peers (20th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FOULKE MANAGEMENT CORPORATION

EIN

22-2787819

Address

620 N BLACK HORSE PIKE · MT EPHRAIM, NJ · 08059

Phone

(856) 382-4213

Industry

Retail Tradesee 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

2025-09-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$47K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

33 direct securities· $21.5M(100% of reported assets)

Other securities

$20.7M

32 holdings

Bonds / Notes

$765K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Other securities	—	—	$3.4M	15.7%
American Century Growth R6 Mutual Fund	Other securities	—	—	$3.1M	14.5%
American Funds 2045 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$2.4M	11.0%
EI Fixed Account Series Class I Insurance General Account	Other securities	—	—	$1.8M	8.5%
American Funds 2035 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$1.4M	6.6%
American Funds 2025 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$1.0M	4.8%
Fidelity International Index Mutual Fund	Other securities	—	—	$1.0M	4.7%
Putnam Large Cap Value R6 Mutual Fund	Other securities	—	—	$836K	3.9%
Fidelity Mid Cap Index Mutual Fund	Other securities	—	—	$833K	3.9%
Participant Loans Bearing interest at 4.25%-8.5% -	Bonds / Notes	—	—	$765K	3.6%
MFS Global Total Return I Mutual Fund	Other securities	—	—	$745K	3.5%
PGIM Jennison Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$638K	3.0%
American Funds 2010 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$590K	2.7%
American Funds New World R6 Mutual Fund	Other securities	—	—	$585K	2.7%
iShares Russell 2000 Small-Cap Index K Mutual Fund	Other securities	—	—	$499K	2.3%
Western Asset Core Plus Bond IS Mutual Fund	Other securities	—	—	$383K	1.8%
Janus Henderson Balanced N Mutual Fund	Other securities	—	—	$371K	1.7%
Fidelity Inflation Protected Bond Index Mutual Fund	Other securities	—	—	$267K	1.2%
Federated Hermes Instl High Yield Bd R6 Mutual Fund	Other securities	—	—	$166K	0.8%
American Funds 2065 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$148K	0.7%
Lord Abbett Developing Growth R6 Mutual Fund	Other securities	—	—	$139K	0.6%
American Funds 2055 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$78K	0.4%
American Funds 2060 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$52K	0.2%
American Funds New Perspective R6 Mutual Fund	Other securities	—	—	$45K	0.2%
Empower Bond Index Inst Mutual Fund	Other securities	—	—	$42K	0.2%
American Funds 2050 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$42K	0.2%
Allspring Special Mid Cap Value R6 Mutual Fund	Other securities	—	—	$27K	0.1%
American Funds 2040 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$22K	0.1%
American Funds EuroPacific Gr R6 Mutual Fund	Other securities	—	—	$21K	<0.1%
American Funds 2030 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$20K	<0.1%
Fidelity US Bond Index Mutual Fund	Other securities	—	—	$19K	<0.1%
American Funds 2015 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$9K	<0.1%
American Funds 2020 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$6K	<0.1%