# Foundation Partners Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/foundation-partners-group-llc-401k-plan

> Foundation Partners Group, LLC's 401(k) plan: 1,417 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foundation Partners Group, LLC

- **Sponsor EIN:** 272399927

- **Sponsor Address:** 369 NORTH NEW YORK AVENUE, WINTER PARK, FL, 32789

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

- **Total Participants:** 1,417

- **Total Assets:** $31.6M

## 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|1,417|$31.6M|$6,157|$4.2M|

| 2023|1,246|$27.3M|$1.9M|$3.9M|

| 2022|1,251|$20.4M|$1.8M|$3.6M|

## 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|

| CBIZ CPAS P.C.|Auditor|$35,175|—|$35,175|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,175

- **Estimated Expense Ratio:** 0.111% 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|$271,374|$88,996|$16,264|$35,175|—|

| 2023|$194,504|—|—|—|—|

| 2022|$176,338|—|$176,338|—|—|

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