How big is Foundation Asset Management in's plan?

Foundation Asset Management in's plan reported $6.3M in assets and 5 participants for 2025.

Original filing (PDF)20260416115026NAL0028045472001

Foundation Asset Management in

Name: Foundation Asset Management in — Foundation Asset, Form 5500 (2025)
Creator: Foundation Asset Management in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foundation Asset Management in 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Foundation Asset Management in's Foundation Asset Management in 401(k) Profit Sharing Plan & Trust held $6.3M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Jeanette Heinel signed Foundation Asset Management in's 2025 Form 5500 as plan administrator.

Jeanette Heinel — 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

Foundation Asset Management in's EIN is 23-2822526.

EIN 23-2822526

Plan number 001

Plan year 2025

ACK ID 20260416115026NAL0028045472001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Foundation Asset Management in from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Foundation Asset Management in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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