401(k) · DOL Form 5500 · 2024
Foundation Partners Group, LLC 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,588
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $19,898
- Avg per participant Low balance/head
Official DOL plan name: Foundation Partners Group, LLC Retirement Savings Plan · Sponsored by Foundation Partners Group, LLC · Florida · Other Services
$32M in assets, 1,588 participants
Foundation Partners Group, LLC's Foundation Partners Group, LLC Retirement Savings Plan reported $32M in total assets and 1,588 participants in its 2024 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,881 in Other Services (7,719 peers)
Coverage in Florida
Foundation Partners Group, LLC Retirement Savings Plan covers 1,588 participants in Florida, 2.5x the typical Florida plan (state average ~628 per filing). Assets: $32M.
- #6,881
- in Other Services (7,719 peers)
- +15.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Foundation Partners Group, LLC Retirement Savings Plan's outsized position by total assets
Foundation Partners Group, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,598,119 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Foundation Partners Group, LLC Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foundation Partners Group, LLC Retirement Savings Plan lands in the large band (1,588 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Foundation Partners Group, LLC Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Foundation Partners Group, LLC Retirement Savings Plan reported participants rose from 1,370 in the plan year 2023 filing to 1,588 in the plan year 2024 filing.
- Foundation Partners Group, LLC Retirement Savings Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 272399927 · Foundation Partners Group, LLC PY 2024 · 401(k)
Foundation Partners Group, LLC Retirement Savings Plan · $32M · 1,588 · 78th
- EBSA $32M
- EBSA 1,588
- EBSA 78th
- EBSA 401(k)
- EBSA near Smrt, Inc. 401(k) Profit Sharing Plan
- EBSA ind #6881
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Florida →
Foundation Partners Group, LLC Retirement Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 272399927 |
| Plan Effective Date | 2015-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Foundation Partners Group, LLC)
Sponsor-wide plan assets over time
All Foundation Partners Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 54.92310968213818% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,208 | $20M |
| 2023 | 1 | 1,370 | $27M |
| 2024 | 1 | 1,588 | $32M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Foundation Partners Group, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Smrt, Inc. 401(k) Profit Sharing Plan in ME ($32M); by covered participants it is 4imprint, Inc. 401(k) Plan in WI (1,588 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Smrt, Inc. 401(k) Profit Sharing Plan (ME) $32M · 135
- Major Drilling America, Inc. 401(k) Plan (UT) $32M · 529
- Eci, Inc. 401(k) Plan (MO) $32M · 771
- Furst-Mcness 401(k) Plan (IL) $32M · 286
Similar participant headcount
Nearest other-state filings by covered participants (1,588 participants); asset peers above are excluded.
- 4imprint, Inc. 401(k) Plan (WI) 1,588 · 0 off
- Cgb Enterprises, Inc. 401(k) Retirement Savings Plan (LA) 1,588 · 0 off
- Jje Capital Holdings, LLC 401(k) Plan (SC) 1,588 · 0 off
- Hagerty Insurance Agency, LLC Employee' 401(k) Plan (MI) 1,588 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.