How big is Second Foundation Partners, LLC's plan?

Second Foundation Partners, LLC's plan reported $309K in assets and 8 participants for 2025.

Original filing (PDF)20260430220617NAL0000224819055

Second Foundation Partners, LLC

Name: Second Foundation Partners, LLC — Second Foundation, Form 5500 (2025)
Creator: Second Foundation Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Second Foundation Partners 401(k) Plan

401(k) retirement plan · Second Foundation Partners, LLC's Second Foundation Partners 401(k) Plan held $309K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

Plan identifiers

Second Foundation Partners, LLC's EIN is 83-0854948.

EIN 83-0854948

Plan number 001

Plan year 2025

ACK ID 20260430220617NAL0000224819055

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Second Foundation Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Second Foundation Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECOND FOUNDATION PARTNERS, LLC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score