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Sponsor portfolio

FOUNDATION REALTY GROUP

EIN 46-1230590-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
22
2233 PARK AVENUE - ORANGE PARK, FL 32073904-589-3863
Plans on this EIN
2 filings
#002401k-$654K - 12 part#001CashBalance-$398K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • REALTY GROUP 401(K) (#002)62%
  • CASH BALANCE PLAN (#001)38%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • REALTY GROUP 401(K) (#002)12
  • CASH BALANCE PLAN (#001)10
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FOUNDATION REALTY GROUP 401(K) PLAN

401k

Assets$654K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FOUNDATION REALTY GROUP CASH BALANCE PLAN

CashBalance

Assets$398K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FOUNDATION REALTY GROUP 401(K) PLAN401k$654K122024
001FOUNDATION REALTY GROUP CASH BALANCE PLANCashBalance$398K102025
Retirement plans
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