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FOUNDATION WEALTH STRATEGIES, LLC

EIN 45-2427474-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
5
1745 S NAPERVILLE RD., SUITE 101 - WHEATON, IL 601895898630-690-5443foundationws.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$1.0M - 5 part

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Retirement#001

FOUNDATION WEALTH STRATEGIES PROFIT SHARING 401(K) PLAN

ProfitSharing

Assets$1.0M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOUNDATION WEALTH STRATEGIES PROFIT SHARING 401(K) PLANProfitSharing$1.0M52025
Retirement plans
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