How big is Foundations Health & Wholeness' plan?

Foundations Health & Wholeness' plan reported $2.9M in assets and 62 participants for 2024.

Original filing (PDF)20250708081938NAL0010693522001

Foundations Health & Wholeness

Name: Foundations Health & Wholeness — 401(k) Profit, Form 5500 (2024)
Creator: Foundations Health & Wholeness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of Foundations Health & Wholeness, Inc.

401(k) retirement plan · Foundations Health & Wholeness' 401(k) Profit Sharing Plan for Employees of Foundations Health & Wholeness, Inc. held $2.9M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Roxanne Tisch signed Foundations Health & Wholeness' 2024 Form 5500 as plan administrator.

Roxanne Tisch — 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

Foundations Health & Wholeness' EIN is 39-1047205.

EIN 39-1047205

Plan number 001

Plan year 2024

ACK ID 20250708081938NAL0010693522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Foundations Health & Wholeness from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Foundations Health & Wholeness' plan includes 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 FOUNDATIONS HEALTH & WHOLENESS.

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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