Foundation Software, Llc 401(k) Retirement Savings Plan
Sponsored by Foundation Software, Llc · EIN 341474815 · Plan #001
- Total assets
- $42.9M
- Net assets
- $42.9M
- Active participants
- 505
- With balances
- 460
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Servi | Investment management, Direct payment from the plan | $67,033 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Shareholder servicing fees | $40,253 |