How big is Foundation Direct, LLC's plan?

Foundation Direct, LLC's plan reported $3.3M in assets and 43 participants for 2025.

Original filing (PDF)20260220083354NAL0009843024001

Foundation Direct, LLC

Name: Foundation Direct, LLC — Foundation Direct 401(k), Form 5500 (2025)
Creator: Foundation Direct, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foundation Direct 401(k) Plan

401(k) retirement plan · Foundation Direct, LLC's Foundation Direct 401(k) Plan held $3.3M in plan assets for 43 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Foundation Direct, LLC's EIN is 84-3395745.

EIN 84-3395745

Plan number 001

Plan year 2025

ACK ID 20260220083354NAL0009843024001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Foundation Direct, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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