Foundation Source 401(k) Plan
Sponsored by Foundation Source Philanthropic Services, Inc. · EIN 510398347 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 215
- With balances
- 197
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Procyon Partners, Llc | Investment advisory (plan), Direct payment from the plan | $36,160 |
| Empower Annuity Insurance Co. | Recordkeeping, Participant loan processing, Direct payment from the plan | $29,882 |
| Rpcg, Llc | Contract administrator | $900 |