Foundant Technologies 401(k) Plan
Sponsored by Foundant Technologies · EIN 208081996 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 159
- With balances
- 173
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $32,321 |
| Securities America Inc | Investment advisory (plan) | $18,190 |
| Empower Advisory Group, Llc | Investment management | $15,552 |
| Osaic Wealth Inc | Investment advisory (plan) | $12,694 |
| Big Sky Retirement Inc | Contract administrator | $2,805 |