Foundation Partners Group, Llc Retirement Savings Plan
Sponsored by Foundation Partners Group, Llc · EIN 272399927 · Plan #001
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 1,417
- With balances
- 1,406
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $130,939 |
| Cbiz Cpas P.C. | Accounting | $35,175 |
| World Investment Advisors, Llc | Other fees | $0 |
| Retirement Solutions Specialists | Other services | $0 |