Back to filter
Original filing (PDF)20251015184430NAL0011076834001
FOUNDRY PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
FOUNDRY PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
20
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDRY PARTNERS, LLC.
Plan sponsor
Name
FOUNDRY PARTNERS, LLC
EIN
46-1184506
Address
1660 W SECOND ST · SUITE 910 · CLEVELAND, OH · 44113
Phone
(612) 376-2800
Industry
Finance & Insurancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
ALTA CAPITAL MANAGEMENT, LLC
ALTA CAPITAL MANAGEMENT, LLC RETIREMENT PLAN
$13.4M · 21 participants
SVERICA CAPITAL MANAGEMENT, LP
SVERICA CAPITAL MANAGEMENT, LP RETIREMENT TRUST
$13.3M · 23 participants
GERBER/TAYLOR CAPITAL ADVISORS LP
GERBER/TAYLOR CAPITAL ADVISORS 401(K) PLAN
$13.4M · 44 participants
QUANTBOT TECHNOLOGIES, LP
QUANTBOT TECHNOLOGIES, LP 401(K) PROFIT SHARING PLAN
$13.4M · 39 participants
EMPYREAN CAPITAL PARTNERS, LP
EMPYREAN CAPITAL PARTNERS, LP 401(K) PLAN
$13.3M · 34 participants
FX DIRECT DEALER LLC
FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN
$13.4M · 58 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants