Plan Snapshot
- Plan Sponsor: Form-Up Foundations, LLC
- Sponsor EIN: 271080938
- Sponsor Address: 1032 NH-119 UNIT 4, RINDGE, NH, 03461
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 43
- Total Assets: $13,861
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 43 | $13,861 | $229,478 | $124,384 |
| 2023 | 40 | $58,161 | $178,162 | $96,602 |
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 |
|---|---|---|---|---|
| HEALTH PLANS, INC | Other Service Provider | $30,553 | — | $30,553 |
| RICHARDS, INC. | Investment Advisor | $17,010 | — | $17,010 |
| THE BENECON GROUP | Investment Advisor | $11,790 | — | $11,790 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHARDS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,353
- Estimated Expense Ratio: 428.201% 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 | $532,818 | — | — | — | — |
| 2023 | $224,118 | — | — | — | — |