Plan Snapshot
- Plan Sponsor: Foam Holdings, INC.
- Sponsor EIN: 853742868
- Sponsor Address: 10 CADILLAC DR, SUITE 100, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 729
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 729 | $9.2M | $960,554 | $1.5M |
| 2023 | 786 | $7.5M | $999,147 | $1.2M |
| 2022 | 803 | $5.1M | $678,420 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $53,661 | — | $53,661 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $31,131 | — | $31,131 |
| BLANKENSHIP CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,792
- Estimated Expense Ratio: 0.917% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $84,792 | $31,131 | — | — | — |
| 2023 | $61,274 | $21,552 | — | — | — |
| 2022 | $33,084 | — | — | — | — |