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Foundry Partners

Matched across 7 name variants in the filings

Foundry Partners summary

Foundry Partners appears on 36 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $16.4B in assets for 170,370 participants. The median client plan holds $225M. Most client plans are sponsored in PA, MD and NY. The largest clients by plan assets are Board of Trustees Automotive Industries Pension Plan, BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F and W PA Teamsters & Employers Pension. Plans reported $3.0M in direct and indirect compensation paid to Foundry Partners. The median is $42K per plan.

Participants
170,370
Median plan assets
$225M
Median plan participants
2,719
Median fees per plan
$42K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees Automotive Industries Pension PlanCA$2.2B22,623
BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) FPA$1.9B4,174
W PA Teamsters & Employers PensionPA$1.7B19,152
Local No. 731, I.B. of T., Pension FundIL$1.1B8,408
BRD of Ttees UFCW Local One Pension FundNY$1.0B17,945
BD of Tr Oper Eng Cons. Industry Miscellaneous Pension FundPA$932M10,308
Bay Area Painters and Tapers Pension Trust FundCA$775M8,397
Board of Trustees of Steamfitters Local Union No. 420 Pension PlanPA$724M5,302
I.B.E.W. Board of Trustees for Local 357 Pension TrustNV$608M4,996
Trustees of the Smart Local 265 Pension FundIL$607M3,363
Board of Trustees, Steamfitters Local #449 Pension FundPA$535M3,273
Iron Workers District Council Phila Vicinity Retirement and PensionNJ$466M4,756
SW OH Regional Council of CarpentersMI$443M5,504
Board of Trustees of the Smart Local Unions and Councils Pension FundVA$434M3,110
Joint Board of Trustees Mo-Kan Iron Workers Pension PlanMO$266M2,328
Pipe Fitters Local Union 120 Pens. FundOH$244M2,062
United Association General Officers and Employees Pension Fund Board OMD$228M398
Board of Trustees Michiana Area Electrical Workers Pension FundMI$228M2,251
Board of Trustees Insulators Local No. 2 Pension PlanPA$221M939
United Union of Roofers Local 8 Annuity FundNY$207M3,449
BD of Ttee of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension FundPA$203M1,164
Bac Local No. 1 Washington Pension TrustWA$180M1,706
Laborers District Council Pension and Disability Trust Fund No. 2MD$162M4,620
Boilermakers Lodge 154 Retirement PlanMN$156M5,744
Plumbers & Steamfitters Local 43 Pension FundTN$153M1,831

Top client states

  • PA8 plans
  • MD4 plans
  • NY4 plans
  • IL3 plans
  • MI3 plans

Frequently asked questions

Who uses Foundry Partners?
36 retirement plans list Foundry Partners as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees Automotive Industries Pension Plan, BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F, W PA Teamsters & Employers Pension, Local No. 731, I.B. of T., Pension Fund and BRD of Ttees UFCW Local One Pension Fund. Most client plans are sponsored in PA, MD and NY.
How many plans does Foundry Partners serve?
Foundry Partners serves 36 retirement plans with $16.4B in plan assets and 170,370 participants, based on the latest Form 5500 filings through 2024.
What does Foundry Partners charge?
Plans reported $3.0M in total Schedule C compensation paid to Foundry Partners. The median plan paid $42K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served36-7 YoYRank #403 of mapped providers
Assets under administration$16.4B0.0%Rank #449 by share of filed assets
Fees received$3MMedian $41,955/planSum across Schedule C direct + indirect
Net wins YoY+15 won - 4 lostPlan-level switch detection

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