Foundry Commercial Retirement Savings Plan — Form 5500 plan (Foundry Commercial, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Foundry Commercial Retirement Savings Plan is a benefit plan reported by Foundry Commercial, LLC under EIN 27-4210177 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $40,900,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foundry Commercial, LLC
- EIN
- 27-4210177
- Plan number
- 001
- Plan type
- 2
- Location
- Scarlette, NC
- Latest filing year
- 2023
- Participants
- 491
- End-of-year plan assets
- $40,900,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 491 | H, C | 20250108154504NAL0011266721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,900,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,900,721
- Net assets (BOY)
- $30,174,912
Income & contributions
- Employer contributions
- $1,409,521
- Participant contributions
- $4,007,949
- Total contributions
- $5,988,867
- Total income / additions
- $12,035,452
Expenses & distributions
- Benefits paid
- $1,257,946
- Administrative expenses
- $51,990
- Total expenses
- $1,309,643
- Net increase / (decrease)
- $10,725,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,203 | $0 | 2023 |
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $12,206 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,381 | not reported in the loaded dataset | 2023 |
| Foundry Commercial LLC | OTHER | $1,000 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foundry Commercial, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Scarlette, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Advus Financial Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Foundry Commercial LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation