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Original filing (PDF)20250725110945NAL0008666048001
FOUNDATION RISK PARTNERS CORP
Form 5500
FILING_RECEIVED
FOUNDATION RISK PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
2,455
Accounts w/ balance
1,971
Plan assets (EOY)
$186.6M
Net assets (EOY)
$186.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATION RISK PARTNERS CORP.
Plan sponsor
Name
FOUNDATION RISK PARTNERS CORP
EIN
81-5191759
Address
780 W. GRANADA BOULEVARD · ORMOND BEACH, FL · 32174
Phone
(856) 813-1500
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-07-25
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $120K | — |
Investments
29 direct securities· $186.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price TRP RETIRE I 2030 I | — | — | — | $20.9M | 11.2% | |
| T. Rowe Price TRP RETIRE I 2035 I | — | — | — | $18.5M | 9.9% | |
| JPM LG CAP GROWTH R6 | — | — | — | $18.0M | 9.6% | |
| T. Rowe Price TRP RETIRE I 2045 I | — | — | — | $16.5M | 8.8% | |
| T. Rowe Price TRP RETIRE I 2025 I | — | — | — | $16.4M | 8.8% | |
| T. Rowe Price TRP RETIRE I 2040 I | — | — | — | $16.3M | 8.7% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $15.4M | 8.3% | |
| T. Rowe Price TRP RETIRE I 2055 I | — | — | — | $10.6M | 5.7% | |
| T. Rowe Price TRP RETIRE I 2050 I | — | — | — | $7.5M | 4.0% | |
| Vanguard VANG WINDSOR II ADM | — | — | — | $5.6M | 3.0% | |
| T. Rowe Price TRP RETIRE I 2020 I | — | — | — | $4.8M | 2.6% | |
| Vanguard VANG MIDCAP IDX ADM | — | — | — | $4.3M | 2.3% | |
| Fidelity Investments FID GOVT MMKT | — | — | — | $3.8M | 2.0% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $3.1M | 1.7% | |
| Fidelity Investments FID BALANCED K | — | — | — | $3.1M | 1.7% | |
| MFS MID CAP GRTH R6 | — | — | — | $3.0M | 1.6% | |
| Participants Participant Loans Rates from 3.25% to 9.50% - | — | — | — | $2.7M | 1.4% | |
| Fidelity Investments FID INTL INDEX | — | — | — | $2.6M | 1.4% | |
| JPM MIDCAP VALUE L | — | — | — | $2.3M | 1.2% | |
| T. Rowe Price TRP RETIRE I 2015 I | — | — | — | $2.0M | 1.1% | |
| PIMCO INCOME INST | — | — | — | $1.8M | 0.9% | |
| Fidelity Investments FID US BOND IDX | — | — | — | $1.5M | 0.8% | |
| T. Rowe Price TRP OVERSEAS STOCK I | — | — | — | $1.4M | 0.8% | |
| Dodge & Cox DODGE & COX INCOME I | — | — | — | $1.1M | 0.6% | |
| Baird SH TM BOND IS | — | — | — | $1.0M | 0.5% | |
| PIMCO REAL RETURN INST | — | — | — | $977K | 0.5% | |
| Lazard LZRD INTL STR EQ IS | — | — | — | $961K | 0.5% | |
| T. Rowe Price TRP RETIRE I 2010 I | — | — | — | $475K | 0.3% | |
| T. Rowe Price TRP RETIRE I BAL I | — | — | — | $164K | <0.1% |
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