Original filing (PDF)20251030120546NAL0001965761001

The Foundation for Excellence

Name: The Foundation for Excellence — The Foundation for, Form 5500 (2024)
Creator: The Foundation for Excellence
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Foundation for Excellence 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Foundation for Excellence's The Foundation for Excellence 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Malea Stockton signed The Foundation for Excellence's 2024 Form 5500 as plan administrator.

Malea Stockton — 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

The Foundation for Excellence's EIN is 27-4682873.

EIN 27-4682873

Plan number 001

Plan year 2024

ACK ID 20251030120546NAL0001965761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Foundation for Excellence from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Foundation for Excellence'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 THE FOUNDATION FOR EXCELLENCE.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score