Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FUNDAMENTAL PHILANTHROPY, INC.
EIN 46-2990031management consultingLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
19
8675 WASHINGTON BLVD, SUITE 203 - CULVER CITY, CA 90232310-804-3484fundamental-inc.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 19 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
FUNDAMENTAL PHILANTHROPY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FUNDAMENTAL PHILANTHROPY, INC. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FUNDAMENTAL PHILANTHROPY, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 12 | 2025 | |
| 002 | FUNDAMENTAL PHILANTHROPY, INC. CASH BALANCE PLAN | CashBalance | $1.5M | 7 | 2025 |
Retirement plans