Back to filter
Original filing (PDF)20250717104625NAL0000132753001
FOUNDATION SOURCE PHILANTHROPIC SERVICES
Form 5500
FILING_RECEIVED
FOUNDATION SOURCE HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
211
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 SOURCE PHILANTHROPIC SERVICES.
Plan sponsor
Name
FOUNDATION SOURCE PHILANTHROPIC SERVICES
EIN
51-0398347
Address
55 WALLS DRIVE, THIRD FLOOR · FAIRFIELD, CT · 06824
Phone
(203) 319-3719
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-07-17
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Admin Support & Waste Mgmt plans
EMPLOVA
EMPLOVA EMPLOYEE RETIREMENT SAVINGS PLAN
$0
PLUSH SUITES GALLERIA LP
PLUSH SUITES 401(K) PLAN
$0
CBYTE LLC
CBYTE LLC 401(K) PLAN
$0
MLK STAFFING LLC
MLK STAFFING LLC
$0
STRONG BORDERS FOUNDATION
STRONG BORDERS 401K PLAN
$0 · 1 participants
THE SYNERGY PLAN, LLC
THE SYNERGY MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN
$0
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B