# Foundation Software, LLC 401(k) Plan
Source: https://planprovider.pro/companies/foundation-software-llc-401k-plan

> Foundation Software, LLC's 401(k) plan: 505 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foundation Software, LLC

- **Sponsor EIN:** 341474815

- **Sponsor Address:** 17800 ROYALTON ROAD, STRONGSVILLE, OH, 44136

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

- **Total Participants:** 505

- **Total Assets:** $42.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|505|$42.9M|$1.3M|$2.9M|

| 2023|478|$37.4M|$1.1M|$2.5M|

| 2022|412|$29.3M|$994,153|$2.2M|

## 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 INVESTMENT ADVISORY SERVI|NONE|$67,033|—|$67,033|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$40,253|—|$40,253|

| BSB PARTNERS CPAS AND BUSINESS ADVI|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $107,286

- **Estimated Expense Ratio:** 0.250% 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|$107,286|$67,033|—|—|—|

| 2023|$88,127|$51,972|—|—|—|

| 2022|$79,959|$47,985|—|—|—|

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