Nicole Mitchell signed Foundation Risk Partners Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation Risk Partners Corp.'s EIN is 81-5191759.
Download the official 2024 Form 5500 (PDF) for Foundation Risk Partners Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation Risk Partners Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $120K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price TRP RETIRE I 2030 I | Other securities | — | — | $20.9M | 11.2% | |
| T. Rowe Price TRP RETIRE I 2035 I | Other securities | — | — | $18.5M | 9.9% | |
| JPM LG CAP GROWTH R6 | Other securities | — | — | $18.0M | 9.6% | |
| T. Rowe Price TRP RETIRE I 2045 I | Other securities | — | — | $16.5M | 8.8% | |
| T. Rowe Price TRP RETIRE I 2025 I | Other securities | — | — | $16.4M | 8.8% | |
| T. Rowe Price TRP RETIRE I 2040 I | Other securities | — | — | $16.3M | 8.7% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $15.4M | 8.3% | |
| T. Rowe Price TRP RETIRE I 2055 I | Other securities | — | — | $10.6M | 5.7% | |
| T. Rowe Price TRP RETIRE I 2050 I | Other securities | — | — | $7.5M | 4.0% | |
| Vanguard VANG WINDSOR II ADM | Mutual Funds | — | — | $5.6M | 3.0% | |
| T. Rowe Price TRP RETIRE I 2020 I | Other securities | — | — | $4.8M | 2.6% | |
| Vanguard VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $4.3M | 2.3% | |
| Fidelity Investments FID GOVT MMKT | Mutual Funds | — | — | $3.8M | 2.0% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $3.1M | 1.7% | |
| Fidelity Investments FID BALANCED K | Mutual Funds | — | — | $3.1M | 1.7% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $3.0M | 1.6% | |
| Participants Participant Loans Rates from 3.25% to 9.50% - | Bonds / Notes | — | — | $2.7M | 1.4% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $2.6M | 1.4% | |
| JPM MIDCAP VALUE L | Other securities | — | — | $2.3M | 1.2% | |
| T. Rowe Price TRP RETIRE I 2015 I | Other securities | — | — | $2.0M | 1.1% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $1.8M | 0.9% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $1.5M | 0.8% | |
| T. Rowe Price TRP OVERSEAS STOCK I | Other securities | — | — | $1.4M | 0.8% | |
| Dodge & Cox DODGE & COX INCOME I | Mutual Funds | — | — | $1.1M | 0.6% | |
| Baird SH TM BOND IS | Other securities | — | — | $1.0M | 0.5% | |
| PIMCO REAL RETURN INST | Mutual Funds | — | — | $977K | 0.5% | |
| Lazard LZRD INTL STR EQ IS | Other securities | — | — | $961K | 0.5% | |
| T. Rowe Price TRP RETIRE I 2010 I | Other securities | — | — | $475K | 0.3% | |
| T. Rowe Price TRP RETIRE I BAL I | Other securities | — | — | $164K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
