Foundation Source Philanthropic Services, Inc. 401(k) Plan: Login, Facts & Contact Information

Foundation Source Philanthropic Services, Inc. 401(k) Plan Facts

Plan name
FOUNDATION SOURCE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC.
Participants
256 (215 active employees)
Former employees with a balance
34
Plan assets
$15,900,600 at Dec 31, 2024
Average account balance
$80,714 across 197 accounts
Employer contributions
$156,931 in plan year 2024 (7% of all contributions)
Recordkeeper
Empower Annuity Insurance Co.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.13 million went into the plan in contributions, $156,931 of it from the employer (7%).
  • $1.21 million was paid out to participants.
  • Investment and other income added $1.58 million.
  • Administrative expenses were $67,193, about $341 per account.

How the Foundation Source Philanthropic Services, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019169$8.71 million$50,050$519,236
2020178$10.5 million$54,858$768,493
2021191$12.8 million$64,219$680,113
2022243$11.1 million$75,910$762,716
2023255$13.5 million$74,094$1.12 million
2024256$15.9 million$156,931$1.21 million

Foundation Source Philanthropic Services, Inc. 401(k) Contact Information

Phone
203-319-3706
Mailing address
55 WALLS DR, 3RD FLOOR, FAIRFIELD CT 06824
Plan sponsor
FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC.
Employer identification number (EIN)
51-0398347
Plan number
001

Questions about the Foundation Source Philanthropic Services, Inc. 401(k)

Does Foundation Source Philanthropic Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $156,931, 7% of all contributions.

Does the Foundation Source Philanthropic Services, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Foundation Source Philanthropic Services, Inc 401(k) plan?

256 participants at the start of plan year 2024, 215 of them active employees, and 34 former employees who still had money in the plan.

What is the average 401(k) balance at Foundation Source Philanthropic Services, Inc?

About $80,714 per account: $15.9 million in plan assets across 197 accounts with a balance at the end of plan year 2024.

Who manages the Foundation Source Philanthropic Services, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE CO.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Foundation Source Philanthropic Services, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 17800 ROYALTON ROAD, STRONGSVILLE, OH, 44136
Headquarter: 5409 MARYLAND WAY, SUITE 320, BRENTWOOD, TN, 37027
Headquarter: 36 S STATE ST, 16TH FLOOR, SALT LAKE CITY, UT, 84111
Headquarter: 13355 NOEL ROAD SUITE 400, DALLAS, TX, 752406825
Headquarter: 300 BOSTON SCIENTIFIC WAY HUMAN RESOURCES M205, MARLBOROUGH, MA, 01752