Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
FOUNDATION WEALTH MANAGEMENT LLC
EIN 20-0686218financial servicesLatest filing 2025
Plans
3
Retirement
2
$3.9M assets
Welfare
1
Participants
17
8000 MARYLAND AVE, SUITE 1165 - SAINT LOUIS, MO 63105314-726-6789fwmria.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN
401k
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FOUNDATION WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOUNDATION WEALTH MANAGEMENT, LLC 401K PLAN | 401k | $2.6M | 7 | 2024 | |
| 002 | FOUNDATION WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 6 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOUNDATION WEALTH MANAGEMENT LLC MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans