# Foundation Communities 401(k) Plan
Source: https://planprovider.pro/companies/foundation-communities-401k-plan

> Foundation Communities's 401(k) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foundation Communities

- **Sponsor EIN:** 742563260

- **Sponsor Address:** 3000 S IH35 STE 300, AUSTIN, TX, 78704

- **Plan Type:** 401(k)

- **Total Participants:** 335

- **Total Assets:** $16.8M

## 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|335|$16.8M|$988,485|$808,731|

| 2023|330|$13.8M|$894,182|$720,450|

| 2022|303|$10.7M|$767,847|$649,065|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$87,915|$49|$87,964|

| WORLD INVESTMENT ADVISORS, LLC|SERVICE PROVIDER|—|$40,469|$40,469|

| CALHOUN, THOMSON & MATZA, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $128,433

- **Estimated Expense Ratio:** 0.764% 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|$87,914|$837|$85,877|—|—|

| 2023|$67,293|$608|$65,585|—|—|

| 2022|$62,963|—|—|—|—|

## Similar Plans

- [Jpi Employment Services, LLC](https://planprovider.pro/companies/jpi-employment-services-llc-401k-plan) — 334 participants

- [Dayrise Residential, LLC](https://planprovider.pro/companies/dayrise-residential-llc-401k-plan) — 346 participants

- [South Oxford Management LLC](https://planprovider.pro/companies/south-oxford-management-llc-401k-plan) — 433 participants

- [Camillo Properties Ltd.](https://planprovider.pro/companies/camillo-properties-ltd-401k-plan-002) — 449 participants

- [S2c Management, LLC](https://planprovider.pro/companies/s2c-management-llc-401k-plan) — 659 participants

- [Orion Real Estate Services, INC.](https://planprovider.pro/companies/orion-real-estate-services-inc-401k-plan) — 1,004 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/foundation-communities-401k-plan)

© 2026 PlanProvider.Pro