Sponsor portfolio
FUNDAMENTALS, LLC
EIN 38-4149978mental health careLatest filing 2024
Plans
1
Retirement
1
$116K assets
Welfare
0
Participants
94
5555 W. GRANDE MARKET DRIVE, STE B - APPLETON, WI 54913920-784-9276fundamentalswi.comLinkedIn51-200 employeesmental health care
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FUNDAMENTALS, LLC SAFE HARBOR 401(K) PLAN | 401k | $116K | 94 | 2024 |
Retirement plans