Back to filter
Original filing (PDF)20250509093031NAL0021231440001
FOUNDATION MORTGAGE CO.
Form 5500-SF
FILING_RECEIVED
FOUNDATION MORTGAGE CO. 401(K) PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
27
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 61% balance-to-active ratio — below typical for a healthy 401(k).
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 FOUNDATION MORTGAGE CO..
Plan sponsor
Name
FOUNDATION MORTGAGE CO.
EIN
47-4125295
Address
123 CENTER PARK DRIVE, SUITE 101 · KNOXVILLE, TN · 37922
Phone
(865) 392-5450
Industry
Real Estatesee 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
2025-05-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
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 Real Estate plans
SAM HATFIELD REALTY, INC.
SAM HATFIELD REALTY, INC. 401(K) PLAN
$1.1M · 3 participants
CAHOONE, INC.
CAHOONE, INC. 401(K) PLAN
$1.1M · 3 participants
DYNASTY REAL ESTATE INC
DYNASTY REAL ESTATE INC 401K PROFIT SHARING PLAN
$1.1M · 2 participants
TSB REALTY, LLC
TSB 401(K) PLAN
$1.1M · 27 participants
RENT CONTROL CONSULTANTS
RENT CONTROL CONSULTANTS 401(K) PLAN
$1.1M · 6 participants
PRO GROUP CORONA, INC
PRO GROUP CORONA, INC 401K PROFIT SHARING PLAN & TRUST
$1.1M · 14 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B