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Sponsor portfolio

FOUNDANT TECHNOLOGIES

EIN 20-8081996-computer software-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$2.0M premiums
Participants
404
143 WILLOW PEAK DRIVE, SUITE 2 - BOZEMAN, MT 59718877-297-0043foundant.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001ProfitSharing-$13.3M - 227 part#501Mixed-$2.0M - 267 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Other$76K
  • Life$38K
  • Long-term disability$38K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
  • DEARBORN LIFE INSURANCE COMPANY2%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RSC INSURANCE BROKERAGE INC100%
Total $87K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FOUNDANT TECHNOLOGIES 401(K) PLAN

ProfitSharing

Assets$13.3M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOUNDANT TECHNOLOGIES HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$2.0M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOUNDANT TECHNOLOGIES 401(K) PLANProfitSharing$13.3M2272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOUNDANT TECHNOLOGIES HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MONTANA$2.0M2672025
Retirement plans
Welfare plans
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