Back to filter
Original filing (PDF)20251015122837NAL0002408227001
FOUNDATION SOFTWARE, LLC
Form 5500
FILING_RECEIVED
FOUNDATION SOFTWARE, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
505
Accounts w/ balance
460
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
49 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATION SOFTWARE, LLC.
Plan sponsor
Name
FOUNDATION SOFTWARE, LLC
EIN
34-1474815
Address
17800 ROYALTON ROAD · STRONGSVILLE, OH · 44136
Phone
(330) 220-8383
Industry
Software Publishers· Information / Tech / Mediasee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BSB PARTNERS CPAS AND BUSINESS ADVI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVI | 81-3968784 | — | NONE | $67K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $40K | — |
Investments
38 direct securities · 2 pooled funds· $51.6M(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
$49.3M
38 holdings
Common Collective Trust
$2.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Life Strategy Star Growth Mutual Fund | — | — | — | $6.2M | 14.4% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $5.6M | 13.0% | |
| VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company | — | — | — | $5.6M | 13.0% | |
| VANGUARD LF STR MOD GRTH Registered Investment Company | — | — | — | $3.1M | 7.1% | |
| Vanguard Life Strategy Moderate Growth Mutual Fund | — | — | — | $3.1M | 7.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $2.2M | 5.2% | |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company | — | — | — | $2.0M | 4.6% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $2.0M | 4.5% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $1.9M | 4.5% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $1.9M | 4.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $1.8M | 4.1% | |
| Putnam Small Cap Growth R6 Mutual Fund 13 * T Rowe Price Science and Technology Mutual Fund | — | — | — | $1.7M | 4.0% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $1.7M | 3.9% | |
| WT CIT CLEARBRIDGE LRG CAP GRWT CIT WILMINGTON TRUST, N.A. · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $1.6M | 3.8% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $1.5M | 3.6% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $1.4M | 3.4% | |
| Vanguard Equity Income Admiral Mutual Fund | — | — | — | $1.2M | 2.9% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $986K | 2.3% | |
| Vanguard Developed Market Index Mutual Fund | — | — | — | $852K | 2.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $652K | 1.5% | |
| Parnassus Mid Cap Institutional Mutual Fund - * PIMCO Income Institutional Mutual Fund | — | — | — | $610K | 1.4% | |
| Vanguard Intermediate Term Bond Index A Mutual Fund | — | — | — | $535K | 1.2% | |
| DFA U.S. Targeted Value CL I Mutual Fund 46 * Goldman Sachs Emerging Markets Equity Mutual Fund | — | — | — | $523K | 1.2% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund 78 * Metropolitan West Total Return Bond Mutual Fund | — | — | — | $354K | 0.8% | |
| AB Bond Inflation Strategy Advisor Mutual Fund | — | — | — | $258K | 0.6% | |
| INVESCO OPPEN INTL GRWTH R6 Registered Investment Company | — | — | — | $242K | 0.6% | |
| VANGUARD LIFE STRAT CONS GRTH Registered Investment Company | — | — | — | $240K | 0.6% | |
| BNY Mellon Natural Resources I Mutual Fund | — | — | — | $236K | 0.6% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $217K | 0.5% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $210K | 0.5% | |
| with various maturities through October 2029 | — | — | — | $197K | 0.5% | |
| PARTICIPANT LOANS (4.00% - 9.50%) | — | — | — | $197K | 0.5% | |
| AMERICAN BEACON INTL EQ R6 Registered Investment Company | — | — | — | $195K | 0.5% | |
| Vanguard Life Strategy Income Mutual Fund | — | — | — | $112K | 0.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $108K | 0.3% | |
| MFS Mid Cap Value R6 Mutual Fund 13 * Nuveen Global Infrastructure Mutual Fund | — | — | — | $107K | 0.3% | |
| Delaware Small Cap Core I Mutual Fund | — | — | — | $78K | 0.2% | |
| GOLDMAN SACHS INTL SCAP INS Registered Investment Company | — | — | — | $77K | 0.2% | |
| DFA Global Real Estate Securities Mutual Fund | — | — | — | $76K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $15K | <0.1% |
Related plans
Other plans using CBIZ INVESTMENT ADVISORY SERVI
AM GENERAL LLC
AM GENERAL CAPITAL ACCUMULATION AND EMPLOYER RETIREMENT CONTRIBUTION PLAN
$131.1M · 547 participants
TUCKER ELLIS LLP
TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN
$128.8M · 300 participants
PLUNKETT COONEY, P.C.
PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN
$87.2M · 157 participants
BUCKEYE CORRUGATED, INC.
BUCKEYE CORRUGATED, INC. 401(K) PLAN AND TRUST
$54.6M · 872 participants
AM GENERAL LLC
AM GENERAL HOURLY CAPITAL ACCUMULATION PLAN
$42.1M · 398 participants
EVANS BANK, N.A.
EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN
$38.3M · 266 participants
Similar-size Software Publishers plans
WUNDERKIND CORPORATION
WUNDERKIND 401(K) PLAN
$42.7M · 413 participants
UNGERBOECK SYSTEMS INTERNATIONAL, INC.
UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN
$42.6M · 241 participants
HEAVY CONSTRUCTION SYSTEMS SPECI
HCSS 401(K) PLAN & TRUST
$43.3M · 482 participants
ARTICULATE GLOBAL, LLC
ARTICULATE GLOBAL 401(K) PLAN
$43.7M · 413 participants
TELCOR INC
TELCOR INC 401(K) PROFIT SHARING PLAN
$43.8M · 291 participants
DEMANDBASE, INC.
DEMANDBASE 401(K) PLAN
$43.8M · 483 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants