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Original filing (PDF)20250904072812NAL0009555779001

FOUNDATION PROPERTIES CORPORATION

Form 5500
FILING_RECEIVED
FOUNDATION PROPERTIES CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
24 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 FOUNDATION PROPERTIES CORPORATION.
Plan sponsor
Name
FOUNDATION PROPERTIES CORPORATION
EIN
48-1213015
Address
550 N 159TH STREET EAST, SUITE 101 · WICHITA, KS · 67230
Phone
(316) 733-1144
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-23
Filed
2025-09-04
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
TRANSAMERICA LIFE INSURANCE COMPANY39-0989781RECORD KEEPER$16K
ADMIN. GROUP, LLC DBA TAG RESOURCES42-1484983RECORD KEEPER$10K

Investments

24 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
AMERICAN FUNDS FUNDMNTL INVST RET O
TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 843
Pooled Separate Account
$0
AMERICAN FUNDS GR FD OF AMERICA RET
TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844
Pooled Separate Account
$0
DFA EMERGING MARKETS CORE EQUITY RE
TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 762
Pooled Separate Account
$0
JPMORGAN EQT INC RET OPT
TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 880
Pooled Separate Account
$0
MFS INTERNATIONAL DIVERSIFICATION R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 124
Pooled Separate Account
$0
STATE STREET GLOBAL ALL CAP EX US I
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 451
Pooled Separate Account
$0
STATE STREET RUSSELL SMALL CAP INDE
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 449
Pooled Separate Account
$0
STATE STREET S&P 500 INDEX CLASS II
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 447
Pooled Separate Account
$0
STATE STREET S&P MID CAP INDEX RET
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 452
Pooled Separate Account
$0
STATE STREET SECCOURSE 2020 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 457
Pooled Separate Account
$0
STATE STREET SECCOURSE 2025 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 458
Pooled Separate Account
$0
STATE STREET SECCOURSE 2030 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 459
Pooled Separate Account
$0
STATE STREET SECCOURSE 2035 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 450
Pooled Separate Account
$0
STATE STREET SECCOURSE 2040 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 451
Pooled Separate Account
$0
STATE STREET SECCOURSE 2045 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 463
Pooled Separate Account
$0
STATE STREET SECCOURSE 2050 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 464
Pooled Separate Account
$0
STATE STREET SECCOURSE 2055 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 465
Pooled Separate Account
$0
STATE STREET SECCOURSE 2060 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 466
Pooled Separate Account
$0
STATE STREET SECCOURSE 2065 BY TA R
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 467
Pooled Separate Account
$0
STATE STREET SECCOURSE INC BY TA RE
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 456
Pooled Separate Account
$0
STATE STREET U.S. BOND INDEX RET OP
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 455
Pooled Separate Account
$0
T. ROWE PRICE US SMALL CAP VALUE EQ
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 468
Pooled Separate Account
$0
VANGUARD FTSE SOCIAL IDX FUND ADMIR
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 450
Pooled Separate Account
$0
WESTERN ASSET CORE PLUS BOND RET OP
TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 460
Pooled Separate Account
$0

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