· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FOUNDATION DIRECT, LLC — FOUNDATION DIRECT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250225154034NAL0008400419001
FOUNDATION DIRECT, LLC
Form 5500-SF
FILING_RECEIVED
FOUNDATION DIRECT 401(K) PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
52
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FOUNDATION DIRECT, LLC
.
Find decision makers
Plan sponsor
Name
FOUNDATION DIRECT, LLC
EIN
84-3395745
Address
13825 SUNRISE VALLEY DRIVE · SUITE 150 · HERNDON, VA · 20171
Phone
(703) 661-3350
Industry
Professional & Technical Services
see 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
2025-02-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
JOHN OLDHAM STUDIOS, INC.
JOHN OLDHAM STUDIOS, INC. 401(K) RETIREMENT PLAN
$2.3M · 10 participants
SALES RESULTS INC
SALES RESULTS INC 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 11 participants
BARKER/DZP, INC.
BARKER/DZP , INC. 401(K) PLAN
$2.3M · 41 participants
SEARCH INFLUENCE, LLC
SEARCH INFLUENCE, LLC RETIREMENT SAVINGS PLAN
$2.3M · 24 participants
VANTAGEPOINT MARKETING LLC
VANTAGEPOINT MARKETING LLC RETIREMENT SAVINGS PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 14 participants
DYNAMIX BUSINESS SOLUTIONS
DYNAMIX BUSINESS SOLUTIONS CASH BALANCE PLAN
$2.3M · 3 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
