How big is Foundation Investment Partners,'s plan?

Foundation Investment Partners,'s plan reported $355K in assets and 7 participants for 2024.

Original filing (PDF)20250530055329NAL0005085075001

Foundation Investment Partners,

Name: Foundation Investment Partners, — Foundation, Form 5500 (2024)
Creator: Foundation Investment Partners,
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foundation Investment Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Foundation Investment Partners,'s Foundation Investment Partners, LLC 401(k) Profit Sharing Plan held $355K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

People on this filing

AMY Forsythe signed Foundation Investment Partners,'s 2024 Form 5500 as plan administrator.

AMY Forsythe — 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

Foundation Investment Partners,'s EIN is 45-2630567.

EIN 45-2630567

Plan number 001

Plan year 2024

ACK ID 20250530055329NAL0005085075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Foundation Investment Partners, from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Foundation Investment Partners,'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOUNDATION INVESTMENT PARTNERS,.

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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

Knocking points off