Kathleen Peschel signed Foundation Communities' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation Communities' EIN is 74-2563260.
Download the official 2024 Form 5500 (PDF) for Foundation Communities from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation Communities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $3.5M | 20.6% | |
| American Funds American Funds 2040 Target Date Retire R6 a | Mutual Funds | — | — | $2.4M | 14.3% | |
| American Funds American Funds 2045 Target Date Retire R6 a | Mutual Funds | — | — | $1.9M | 11.0% | |
| American Funds American Funds 2035 Target Date Retire R6 a | Mutual Funds | — | — | $1.5M | 8.7% | |
| American Funds American Funds 2050 Target Date Retire R6 a | Mutual Funds | — | — | $1.4M | 8.1% | |
| American Funds American Funds 2025 Target Date Retire R6 a | Mutual Funds | — | — | $1.2M | 7.3% | |
| American Funds American Funds 2055 Target Date Retire R6 a | Mutual Funds | — | — | $892K | 5.3% | |
| American Funds American Funds 2060 Target Date Retire R6 a | Mutual Funds | — | — | $531K | 3.2% | |
| American Century Investments American Century Ultra Fund R6 a | Other securities | — | — | $500K | 3.0% | |
| JPMorgan Core Plus Bond Fund R6 a | Other securities | — | — | $463K | 2.8% | |
| American Funds American Funds 2020 Target Date Retire R6 a | Mutual Funds | — | — | $438K | 2.6% | |
| PIMCO Income Fund Ins Registered Investment Company | Mutual Funds | — | — | $280K | 1.7% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | Bonds / Notes | — | — | $250K | 1.5% | |
| American Funds American Funds 2065 T Date R6 a | Mutual Funds | — | — | $237K | 1.4% | |
| American Funds American Funds 2030 Target Date Retire R6 a | Mutual Funds | — | — | $225K | 1.3% | |
| JPMorgan LgCp Val Fnd R6 Registered Investment Company | Common Stocks | — | — | $216K | 1.3% | |
| JPMorgan Large Cap Value Fund R6 a | Other securities | — | — | $216K | 1.3% | |
| Voya Fixed Account a | Other securities | — | — | $171K | 1.0% | |
| American Funds American Funds EuroPacific Growth R6 a | Mutual Funds | — | — | $167K | 1.0% | |
| Columbia Threadneedle Columbia Select Mid Cap Value Fund I3 a | Other securities | — | — | $141K | 0.8% | |
| American Funds American Funds New World Class R6 a | Mutual Funds | — | — | $115K | 0.7% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 a | Other securities | — | — | $111K | 0.7% | |
| Calvert Research and Management Calvert US Large Cap Core Responsible Index a | Other securities | — | — | $80K | 0.5% | |
| Calvert US Lg-Cp Cr Rsp In F I Registered Investment Company | Common Stocks | — | — | $80K | 0.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund a | Common Collective Trusts | — | — | $68K | 0.4% | |
| American Funds American Funds 2015 Target Date Retire R6 a | Mutual Funds | — | — | $51K | 0.3% | |
| Dimensional Fund Advisors DFA US Small Cap Growth Portfolio Class I a | Mutual Funds | — | — | $41K | 0.2% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund R6 a | Mutual Funds | — | — | $27K | 0.2% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund a | Common Collective Trusts | — | — | $10K | <0.1% | |
| Nuveen Real Estate Sec Sel R6 Registered Investment Company | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds American Funds 2010 Target Date Retire R6 a | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
