The Foundation Schools Defined Contribution Retirement Plan
Sponsored by The Foundation Schools · EIN 237425256 · Plan #001 · Largo, MD
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 172
- With balances
- 380
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment management | $9,000 |