Original filing (PDF)20250708081938NAL0010693522001

FOUNDATIONS HEALTH & WHOLENESS

Name: FOUNDATIONS HEALTH & WHOLENESS — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FOUNDATIONS HEALTH & WHOLENESS, INC., Form 5500 (2024)
Creator: FOUNDATIONS HEALTH & WHOLENESS

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FOUNDATIONS HEALTH & WHOLENESS, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATIONS HEALTH & WHOLENESS.

Plan sponsor

Name

FOUNDATIONS HEALTH & WHOLENESS

EIN

39-1047205

Address

1061 W MASON ST · GREEN BAY, WI · 543031858

Phone

(920) 437-8256

Industry

Health Care & Social Assistancesee 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

2025-07-08

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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