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  2. Foundation Wealth Management, LLC
  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

Foundation Wealth Management, LLC

EIN 20-0686218-financial services-Latest filing 2025
Plans
3
Retirement
2
$4.9M assets
Health & Benefits
1
Participants
19
168 N MERAMEC AVE, SUITE 100 - ST. LOUIS, MO 63105314-726-6789fwmria.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#001401(k)-$3.3M - 8 part#002Cash balance-$1.6M - 7 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

  • LLC 401K PLAN (#001)$3.3M
  • CASH BALANCE PENSION (#002)$1.6M
Total $4.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)8
  • CASH BALANCE PENSION (#002)7
Total 15Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN

401(k)

Assets$3.3M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

FOUNDATION WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN

Cash balance

Assets$1.6M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN401(k)$3.3M82025
#002FOUNDATION WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLANCash balance$1.6M72025
  • FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN$3.3M
    #001 · 401(k) · 20258
  • FOUNDATION WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN$1.6M
    #002 · Cash balance · 20257

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLANSelf-funded-$002025
  • FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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