Heather Stewart signed Foundation 2, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation 2, Inc.'s EIN is 42-1078444.
Download the official 2024 Form 5500 (PDF) for Foundation 2, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation 2, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OHNWARD FINANCIAL ADVISOR SERVICES | — | MAQUOKETA, LA | RIA FEES | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Adm - | Mutual Funds | — | — | $450K | 15.6% | |
| Nuveen Lifecycle Index 2045 R6 - | Mutual Funds | — | — | $365K | 12.7% | |
| Fidelity 500 Index Institutional Prem - | Common Collective Trusts | — | — | $282K | 9.8% | |
| Nuveen Lifecycle Index 2055 R6 - | Mutual Funds | — | — | $278K | 9.6% | |
| Parametric Commodity Strategy I - 62 Schwab Small Cap Index Sel - | Mutual Funds | — | — | $239K | 8.3% | |
| JP Morgan JPMorgan Large Cap Growth R6 - | Other securities | — | — | $224K | 7.8% | |
| Nuveen Lifecycle Index 2050 R6 - | Mutual Funds | — | — | $169K | 5.9% | |
| Nuveen Lifecycle Index 2030 R6 - | Mutual Funds | — | — | $159K | 5.5% | |
| Nuveen Lifecycle Index 2035 R6 - | Mutual Funds | — | — | $142K | 4.9% | |
| Nuveen Lifecycle Index 2060 R6 - | Mutual Funds | — | — | $131K | 4.6% | |
| Vanguard Inflation-Protected Secs Adm - 101 Vanguard Mid Cap Index Admiral - | Mutual Funds | — | — | $85K | 3.0% | |
| Morningstar MFS Value R6 - | Mutual Funds | — | — | $80K | 2.8% | |
| UMB DB&T FDIC-Insured Investment Account - | Other securities | — | — | $39K | 1.4% | |
| Nuveen Lifecycle Index 2015 R6 - 122 Nuveen Lifecycle Index 2020 R6 - 92 Nuveen Lifecycle Index 2025 R6 - | Mutual Funds | — | — | $38K | 1.3% | |
| Hartford Schroders International Stk SDR - | Other securities | — | — | $33K | 1.2% | |
| American Century American Century Small Cap Growth R6 - 119 Baird Mid Cap Growth Institutional - | Other securities | — | — | $27K | 1.0% | |
| Nuveen Lifecycle Index 2065 R6 - | Mutual Funds | — | — | $25K | 0.9% | |
| Lord, Abbett & Co Lord Abbett Short Duration Income R6 - | Mutual Funds | — | — | $21K | 0.7% | |
| Loans to Participants, 10-10.5% | Bonds / Notes | — | — | $20K | 0.7% | |
| Nuveen Lifecycle Index 2040 R6 - | Mutual Funds | — | — | $19K | 0.6% | |
| Vanguard Wellesley Income Admiral - | Mutual Funds | — | — | $16K | 0.5% | |
| JP Morgan JPMorgan Emerging Markets Equity R6 - | Other securities | — | — | $9K | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 - | Mutual Funds | — | — | $9K | 0.3% | |
| Federated Hermes Federated Institutional Hi Yld Bond Inst - 326 Fidelity Advisor Investment Gr Bd Z - | Mutual Funds | — | — | $4K | 0.1% | |
| Invesco Small Cap Value R6 - 129 John Hancock John Hancock III Disciplined Val Mid Cap R6 - | Mutual Funds | — | — | $3K | 0.1% | |
| Invesco Intl Sml-Mid Com R6 - | Mutual Funds | — | — | $2K | <0.1% | |
| Nuveen Real Estate Sec Sel R6 - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
