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Original filing (PDF)20251015161144NAL0005086561004
THE FOUNDATION SCHOOLS
Form 5500
FILING_RECEIVED
THE FOUNDATION SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
172
Accounts w/ balance
380
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
1 pooled trust
Schedule D
65 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FOUNDATION SCHOOLS.
Plan sponsor
Name
THE FOUNDATION SCHOOLS
EIN
23-7425256
Address
1130 MCCORMICK DRIVE · LARGO, MD · 207745398
Phone
(301) 881-0078
Industry
Educational 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
JOHNSON LAMBERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT MANAGER | $9K | — |
Investments
64 direct securities · 1 pooled fund· $28.2M(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
$27.6M
64 holdings
Pooled Separate Account
$635K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF STOCK R1 X2 Variable Annuity Account | — | — | — | $4.5M | 15.9% | |
| TIAA TRADITIONAL NON BENEFIT RESPONSIVE NBR Insurance General Account | — | — | — | $2.6M | 9.4% | |
| CREF EQUITY INDEX R1 X8 Variable Annuity Account | — | — | — | $1.5M | 5.2% | |
| T. ROWE PRICE RET 2035 ADV Mutual Fund | — | — | — | $1.4M | 5.0% | |
| CREF GLOBAL EQUITIES R1 X6 Variable Annuity Account | — | — | — | $1.4M | 5.0% | |
| CREF GROWTH R1 X7 Variable Annuity Account | — | — | — | $1.3M | 4.7% | |
| CREF CORE BOND R1 Variable Annuity Account | — | — | — | $1.3M | 4.5% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE BR1 Insurance General Account | — | — | — | $1.2M | 4.3% | |
| T. ROWE PRICE RET 2025 ADV Mutual Fund | — | — | — | $789K | 2.8% | |
| T. ROWE PRICE RET 2050 ADV Mutual Fund | — | — | — | $723K | 2.6% | |
| T. ROWE PRICE RET 2045 ADV Mutual Fund | — | — | — | $677K | 2.4% | |
| T. ROWE PRICE RET 2030 ADV Mutual Fund | — | — | — | $646K | 2.3% | |
| CALAMOS GLOBAL EQUITY I Mutual Fund | — | — | — | $635K | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $635K | 2.3% | |
| CREF SOCIAL CHOICE R1 X4 Variable Annuity Account | — | — | — | $586K | 2.1% | |
| T. ROWE PRICE RET 2040 ADV Mutual Fund | — | — | — | $536K | 1.9% | |
| COHEN&STEERS INST REALTY SHAR Mutual Fund | — | — | — | $456K | 1.6% | |
| HARTFORD CLIMATE OPPORTUNIT R6 Mutual Fund | — | — | — | $430K | 1.5% | |
| VANGUARD VALUE INDEX ADM Mutual Fund | — | — | — | $390K | 1.4% | |
| TIAA ACCESS NUV INTL EQUITY T4 Mutual Fund | — | — | — | $364K | 1.3% | |
| TIAA ACCESS NUV LRG CAP VAL T4 Mutual Fund | — | — | — | $331K | 1.2% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE 2 BR2 Insurance General Account | — | — | — | $326K | 1.2% | |
| T. ROWE PRICE RET 2055 ADV Mutual Fund | — | — | — | $305K | 1.1% | |
| TROWEPRICE RETIREMENT 2060AD Mutual Fund | — | — | — | $305K | 1.1% | |
| TIAA ACCESS NUV LIFCYC 2030 T4 Mutual Fund | — | — | — | $289K | 1.0% | |
| TIAA ACCESS NUV CP BL IX T4 Mutual Fund | — | — | — | $278K | 1.0% | |
| TIAA ACCESS NUV LIFCYC 2050 T4 Mutual Fund | — | — | — | $273K | 1.0% | |
| TIAA ACCESS NUV LIFCYC 2025 T4 Mutual Fund | — | — | — | $269K | 1.0% | |
| PGIM HIGH YIELD R6 Mutual Fund | — | — | — | $251K | 0.9% | |
| PLAN LOAN DEFAULT FUND 98 Insurance General Account | — | — | — | $227K | 0.8% | |
| TIAA ACCESS NUV MID CAP VAL T4 Mutual Fund | — | — | — | $218K | 0.8% | |
| CREF INFLATION-LINKED BOND R1 X9 Variable Annuity Account | — | — | — | $215K | 0.8% | |
| LORD ABBETT SHORT DUR INCOME A Mutual Fund | — | — | — | $212K | 0.8% | |
| TIAA ACCESS NUV RLESTSECSEL T4 Mutual Fund | — | — | — | $198K | 0.7% | |
| PARTICIPANT LOAN FUND Participant Loans*** - | — | — | — | $188K | 0.7% | |
| TIAA STABLE VALUE SA Insurance General Account | — | — | — | $182K | 0.6% | |
| MASSMUTUAL MID CAP GROWTH I Mutual Fund | — | — | — | $177K | 0.6% | |
| CULLEN EMERGING MRKT HIGH DV I Mutual Fund | — | — | — | $175K | 0.6% | |
| TIAA ACCESS NUV CORE EQUITY T4 Mutual Fund | — | — | — | $158K | 0.6% | |
| CREF MONEY MARKET R1 X3 Variable Annuity Account | — | — | — | $149K | 0.5% | |
| TIAA ACCESS NUV LIFCYC 2035 T4 Mutual Fund | — | — | — | $145K | 0.5% | |
| VANGUARD MID-CAP VALUE IDX ADM Mutual Fund | — | — | — | $133K | 0.5% | |
| TIAA ACCESS NUV SM CP EQ T4 Mutual Fund | — | — | — | $123K | 0.4% | |
| ALLSPRING REAL RETURN R6 Mutual Fund | — | — | — | $121K | 0.4% | |
| TIAA ACCESS NUV LIFCYC 2045 T4 Mutual Fund | — | — | — | $101K | 0.4% | |
| NUVEEN QUANT SM CP EQ RETIRE Mutual Fund | — | — | — | $81K | 0.3% | |
| COLUMBIA LARGE CAP INDEX FD A Mutual Fund | — | — | — | $75K | 0.3% | |
| EATON VAN SH DR INF PRT INC I Mutual Fund | — | — | — | $65K | 0.2% | |
| TIAA ACCESS NUV MID CAP GRW T4 Mutual Fund | — | — | — | $61K | 0.2% | |
| T ROWE PRICE SMALL CAP VALUE Mutual Fund | — | — | — | $57K | 0.2% | |
| AMERICAN CENTURY ULTRA I Mutual Fund | — | — | — | $53K | 0.2% | |
| VANGUARD EXPLORER ADM Mutual Fund | — | — | — | $50K | 0.2% | |
| T. ROWE PRICE RET 2020 ADV Mutual Fund | — | — | — | $49K | 0.2% | |
| TOUCHSTONE MID CAP FUND INST Mutual Fund ** 64 VANGUARD LARGE-CAP INDEX ADM Mutual Fund | — | — | — | $39K | 0.1% | |
| TIAA ACCESS NUV LGCP RES EQ T4 Mutual Fund | — | — | — | $38K | 0.1% | |
| COLUMBIA DIVIDEND INCOME INST3 Mutual Fund | — | — | — | $30K | 0.1% | |
| TIAA ACCESS NUV LIFCYC 2040 T4 Mutual Fund | — | — | — | $28K | <0.1% | |
| TIAA ACCESS NUV INFL LNK BD T4 Mutual Fund | — | — | — | $23K | <0.1% | |
| TIAA ACCESS NUV CORE PL BD T4 8Y Mutual Fund | — | — | — | $21K | <0.1% | |
| TIAA ACCESS NUV CORE BOND T4 8T Mutual Fund | — | — | — | $20K | <0.1% | |
| DFA US SMALLCAP PORTFOLIO INST Mutual Fund | — | — | — | $14K | <0.1% | |
| TIAA ACCESS NUV LIFCYC 2020 T4 Mutual Fund | — | — | — | $9K | <0.1% | |
| TIAA ACCESS NUV EQUITY IDX T4 8K Mutual Fund | — | — | — | $8K | <0.1% | |
| BNY MELLON GLOBAL FIXED INC Y Mutual Fund | — | — | — | $3K | <0.1% | |
| TIAA ACCESS NUV LRG CAP GR T4 Mutual Fund | — | — | — | $2K | <0.1% |
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