How big is Foundry Wealth Advisors, LLC's plan?

Foundry Wealth Advisors, LLC's plan reported $398K in assets and 4 participants for 2025.

Original filing (PDF)20260427221344NAL0005082563022

Foundry Wealth Advisors, LLC

Name: Foundry Wealth Advisors, LLC — Foundry Wealth, Form 5500 (2025)
Creator: Foundry Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foundry Wealth Advisors 401(k) Plan

401(k) retirement plan · Foundry Wealth Advisors, LLC's Foundry Wealth Advisors 401(k) Plan held $398K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$398K

Net assets (EOY)

$398K

Plan identifiers

Foundry Wealth Advisors, LLC's EIN is 27-4909203.

EIN 27-4909203

Plan number 001

Plan year 2025

ACK ID 20260427221344NAL0005082563022

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Foundry Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Foundry Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOUNDRY WEALTH ADVISORS, LLC.

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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

Helping the score