How big is Foundation Specialists, LLC's plan?

Foundation Specialists, LLC's plan reported $1.6M in assets and 140 participants for 2024.

Original filing (PDF)20250625120618NAL0018823490001

Foundation Specialists, LLC

Name: Foundation Specialists, LLC — Foundation Specialists, Form 5500 (2024)
Creator: Foundation Specialists, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foundation Specialists, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Foundation Specialists, LLC's Foundation Specialists, LLC 401(k) Profit Sharing Plan and Trust held $1.6M in plan assets for 140 participants in 2024.

Signals · 1

No auditor on file

Active participants

140

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Michael Locquiao signed Foundation Specialists, LLC's 2024 Form 5500 as plan administrator.

Michael Locquiao — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Foundation Specialists, LLC's EIN is 91-2011873.

EIN 91-2011873

Plan number 001

Plan year 2024

ACK ID 20250625120618NAL0018823490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Foundation Specialists, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score