Original filing (PDF)20240829193613NAL0006703107001

FOUNDATIONAL WEALTH

Name: FOUNDATIONAL WEALTH — FOUNDATIONAL WEALTH MEDOVA LIFESTYLE HEALTH PLAN, Form 5500 (2022)
Creator: FOUNDATIONAL WEALTH

Form 5500-SF

FILING_RECEIVED

FOUNDATIONAL WEALTH MEDOVA LIFESTYLE HEALTH PLAN

Health & welfare plan

Signals · 1

Late filing · 6.4 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

-$11K

Plan health score (directional)

—

/ 100

Limited data

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATIONAL WEALTH.

Plan sponsor

Name

FOUNDATIONAL WEALTH

EIN

82-1492901

Address

300 WILSON RD BLDG 800 · GRIFFIN, GA · 302244555

Phone

(770) 712-0868

Industry

Finance & Insurancesee all

Plan administrator

Name

RECEIVERSHIP MANAGEMENT INC

EIN

20-0200514

City

MADISON, TN

Phone

(615) 370-0051

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-04-01

Tax period

2023-03-31

Filed

2024-08-29

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

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