Original filing (PDF)20251126140707NAL0004730449001

FOUNDATIONS WORLDWIDE, INC.

Name: FOUNDATIONS WORLDWIDE, INC. — FOUNDATIONS WORLDWIDE, INC. SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: FOUNDATIONS WORLDWIDE, INC.

Form 5500-SF

FILING_RECEIVED

FOUNDATIONS WORLDWIDE, INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOUNDATIONS WORLDWIDE, INC..

Plan sponsor

Name

FOUNDATIONS WORLDWIDE, INC.

EIN

82-0563595all filings

Address

5216 PORTSIDE DR · MEDINA, OH · 44256

Phone

(330) 723-9815

Industry

Wholesale Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

HITT ENTERPRISES, INC.

HITT ENTERPRISES, INC. CASH BALANCE PLAN

PROJECT GREEN ENVIRONMENTAL SOLUTIONS, INC.

PROJECT GREEN ENVIRONMENTAL SOLUTIONS, INC. CASH BALANCE PENSION PLAN AND TRUST

DUNBAR SALES COMPANY, INC.

DUNBAR SALES COMPANY, INC. 401(K) PLAN

FLOXITE COMPANY, INC.

FLOXITE COMPANY, INC. PROFIT SHARING PLAN & TRUST

RIVERSIDE TRADING & SALVAGE INC.

RIVERSIDE TRADING & SALVAGE INC. PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.