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Original filing (PDF)20251015204657NAL0011481634001
FOUNDCARE, INC.
Form 5500
FILING_RECEIVED
FOUNDCARE, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
296
Accounts w/ balance
142
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
100
Concentration risk
84
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Mutual of America T. Rowe Price Spectrum Cnsrv Alie I" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDCARE, INC..
Plan sponsor
Name
FOUNDCARE, INC.
EIN
54-2083748
Address
2330 S CONGRESS AVE · WEST PALM BEACH, FL · 334067608
Phone
(561) 472-9160
Industry
Health Care & Social Assistancesee 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
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
36 direct securities· $6.8M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutual of America T. Rowe Price Spectrum Cnsrv Alie I | — | — | — | $2.1M | 26.3% | |
| Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $895K | 11.0% | |
| Mutual of America T. Rowe Price Blue Chip Growth I | — | — | — | $770K | 9.5% | |
| Mutual of America MoA Equity Index Fund | — | — | — | $503K | 6.2% | |
| Mutual of America BlackRock Mid-Cap Growth Equity K | — | — | — | $275K | 3.4% | |
| Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $243K | 3.0% | |
| Mutual of America Dodge & Cox Stock | — | — | — | $220K | 2.7% | |
| Mutual of America Vanguard International Growth Adm | — | — | — | $195K | 2.4% | |
| Mutual of America Calvert International Responsible ldx R6 | — | — | — | $193K | 2.4% | |
| Mutual of America Vanguard Total Bond Market Index Adm | — | — | — | $158K | 2.0% | |
| Mutual of America Calvert Bond R6 | — | — | — | $139K | 1.7% | |
| Mutual of America Ave Maria Bond | — | — | — | $133K | 1.6% | |
| Mutual of America Vanguard Real Estate Index Admiral | — | — | — | $128K | 1.6% | |
| Mutual of America Calvert Small-Cap R6 | — | — | — | $116K | 1.4% | |
| Mutual of America Vanguard Strategic Equity Inv | — | — | — | $101K | 1.2% | |
| Mutual of America Delaware Small Cap Value R6 | — | — | — | $83K | 1.0% | |
| Mutual of America DWS Capital Growth R6 | — | — | — | $72K | 0.9% | |
| Mutual of America MFS Mid Cap Value R6 | — | — | — | $66K | 0.8% | |
| Mutual of America Harbor Capital Appreciation Retirement | — | — | — | $64K | 0.8% | |
| Mutual of America Calvert US Large Cap Core Rspnb ldx R6 | — | — | — | $60K | 0.7% | |
| M~hlitr &t:A111~ric~ M...o.A M.611E!Y---- -·-. Mar;k.- e.t.}Md.•. 1;136,(JS;iJi " Mqfti,.(i tif~tfi~rib-~ Va@μaiic!Ti'"'a$utyMbolv MatkE!tlnii,;stor O.lS * Mutual of America American Funds New World R6 | — | — | — | $58K | 0.7% | |
| Mutual of America PIMCO Real Return Inst! | — | — | — | $46K | 0.6% | |
| Mutual of America Neuberger Berman Sustainable Eq R6 | — | — | — | $33K | 0.4% | |
| Mutual of America Victory RS Small Cap Growth R6 | — | — | — | $32K | 0.4% | |
| Mutual of America Fidelity Advisor® New Insights Z | — | — | — | $30K | 0.4% | |
| Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $27K | 0.3% | |
| Mutual of America Vanguard Windsor'" II Admiral'" | — | — | — | $9K | 0.1% | |
| Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $8K | 0.1% | |
| Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $7K | <0.1% | |
| Mutual of America Calvert US Mid Cap Core Rspnb ldx I | — | — | — | $6K | <0.1% | |
| $5,000 or more in total compensation (i.e., money or anything else of monetary value) in connection with services rendered to the plan or the person's | — | — | — | $5K | <0.1% | |
| Schedule C (Form 5500) 2024 | — | — | — | $5K | <0.1% | |
| Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $5K | <0.1% | |
| Mutual of America MoA Small Cap Growth Fund | — | — | — | $4K | <0.1% | |
| Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $1K | <0.1% | |
| provides contract administrator, consulting, custodial, investment advisory, investment management, broker, or recordkeeping services, answer the following questions for (a) each source from whom the service provider received $1,000 or more in indirect compensation and (b) each source for whom the service | — | — | — | $1K | <0.1% |
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