# The Foundation Schools 403(b) Plan
Source: https://planprovider.pro/companies/the-foundation-schools-403b-plan

> The Foundation Schools's 403(b) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Foundation Schools

- **Sponsor EIN:** 237425256

- **Sponsor Address:** 1130 MCCORMICK DRIVE, LARGO, MD, 207745398

- **Plan Type:** 403(b)

- **Total Participants:** 172

- **Total Assets:** $28.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|172|$28.2M|$700,449|$612,643|

| 2023|169|$25.0M|$639,285|$591,850|

| 2022|156|$21.8M|$588,746|$566,924|

## 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|

| JOHNSON LAMBERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHNSON LAMBERT LLP](https://planprovider.pro/provider/johnson-lambert-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$9,766|—|—|—|—|

| 2023|$4,950|—|—|—|—|

| 2022|$6,506|—|—|—|—|

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