Nick Pillar signed Foundation Software, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation Software, LLC's EIN is 34-1474815.
Download the official 2024 Form 5500 (PDF) for Foundation Software, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation Software, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVI | 81-3968784 | — | NONE | $67K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Life Strategy Star Growth Mutual Fund | Mutual Funds | — | — | $6.2M | 14.4% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | Common Collective Trusts | — | — | $5.6M | 13.0% | |
| Vanguard Life Strategy Moderate Growth Mutual Fund | Mutual Funds | — | — | $3.1M | 7.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $2.2M | 5.2% | |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company | Mutual Funds | — | — | $2.0M | 4.6% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $2.0M | 4.5% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $1.9M | 4.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $1.8M | 4.1% | |
| Putnam Small Cap Growth R6 Mutual Fund 13 * T Rowe Price Science and Technology Mutual Fund | Mutual Funds | — | — | $1.7M | 4.0% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $1.5M | 3.6% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $1.4M | 3.4% | |
| Vanguard Equity Income Admiral Mutual Fund | Mutual Funds | — | — | $1.2M | 2.9% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $986K | 2.3% | |
| Vanguard Developed Market Index Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $610K | 1.4% | |
| Vanguard Intermediate Term Bond Index A Mutual Fund | Mutual Funds | — | — | $535K | 1.2% | |
| DFA U.S. Targeted Value CL I Mutual Fund 46 * Goldman Sachs Emerging Markets Equity Mutual Fund | Mutual Funds | — | — | $523K | 1.2% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund 78 * Metropolitan West Total Return Bond Mutual Fund | Other securities | — | — | $354K | 0.8% | |
| AB Bond Inflation Strategy Advisor Mutual Fund | Other securities | — | — | $258K | 0.6% | |
| Invesco Oppenheimer Intl Growth R6 Mutual Fund | Mutual Funds | — | — | $242K | 0.6% | |
| Vanguard Life Strategy Conservative Growth Mutual Fund | Mutual Funds | — | — | $240K | 0.6% | |
| BNY Mellon Natural Resources I Mutual Fund | Other securities | — | — | $236K | 0.6% | |
| Vanguard Target Retirement Income Mutual Fund | Mutual Funds | — | — | $217K | 0.5% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $210K | 0.5% | |
| with various maturities through October 2029 | Other securities | — | — | $197K | 0.5% | |
| American Beacon International Equity Mutual Fund | Other securities | — | — | $195K | 0.5% | |
| Vanguard Life Strategy Income Mutual Fund | Mutual Funds | — | — | $112K | 0.3% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $108K | 0.3% | |
| MFS Mid Cap Value R6 Mutual Fund 13 * Nuveen Global Infrastructure Mutual Fund | Mutual Funds | — | — | $107K | 0.3% | |
| Delaware Small Cap Core I Mutual Fund | Other securities | — | — | $78K | 0.2% | |
| Goldman Sachs International Small Cap Mutual Fund | Other securities | — | — | $77K | 0.2% | |
| DFA Global Real Estate Securities Mutual Fund | Mutual Funds | — | — | $76K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual Fund | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
