Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Foundry Partners LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Foundry Partners LLC is named as a service provider on the Schedule C of 40 retirement plans with 100 or more participants for plan year 2024, covering 334,393 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $8.0M. Per plan, the median was $19.65 per participant, with the middle half of plans between $13.81 and $50.26. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (8), New York (6) and Maryland (4).
In 2012 it appeared on 7 such filings; in 2024, 43. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $13.81 | $19.65 | $50.26 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Desert States Employers & UFCW Unions Pension Plan | Board of Trustees, Desert States Employers & UFCW | AZ | 55,607 | $1.04B | $129K |
| Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 39,234 | $4.55B | $512K |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $409K |
| Automotive Industries Pension Plan | Board of Trustees Automotive Industries Pension Plan | CA | 22,897 | $2.12B | $1.5M |
| Western Pennsylvania Teamsters and Employers Pension Fund | W PA Teamsters & Employers Pension | PA | 19,523 | $1.60B | $349K |
| UFCW Local One Pension Fund | BRD of Ttees UFCW Local One Pension Fund | NY | 18,198 | $967M | $85K |
| Mid-Atlantic Regional Council of Carpenters' Annuity Fund | Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity | MD | 13,746 | $126M | $25K |
| IUOE Stationary Engineers Local 39 Pension Plan | Bot of IUOE Stationary Engineers Local 39 Pension Plan | CA | 10,962 | $1.95B | $1.3M |
| Operating Eng Cons Ind Misc. Pension Fund | BD of TR Oper Eng Cons. Industry Miscellaneous Pension Fund | PA | 10,156 | $845M | $235K |
| Mid-Atlantic Regional Council of Carpenters' Pension Plan | Board of Trustees - Marc Pension Plan | MD | 9,688 | $572M | $136K |
| Bay Area Painters & Tapers Pension Trust | Bay Area Painters & Tapers Pension Trust | CA | 9,085 | $699M | $183K |
| Painting Industry Annuity Fund | Board of Trustees of the Painting Industry Annuity Fund | NY | 8,480 | $879M | $90K |
| Local No. 731, I.B. of T., Pension Fund | Local No. 731, I.B. of T., Pension Fund | IL | 8,408 | $1.10B | $142K |
| International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware | International Union of Operting Eng. Pen Fund of E.pennsylvania and de | PA | 7,393 | $1.06B | $340K |
| Boilermakers Lodge 154 Retirement Plan | Boilermakers Lodge 154 Retirement Plan | MN | 7,035 | $157M | $75K |
| Steamfitters Local Union No. 420 Pension Plan | Board of Trustees of Steamfitters Lu 420 Pension Plan | PA | 5,303 | $643M | $240K |
| SW Oh Regional Council of Carpenters Pension Plan | SW Oh Regional Council of Carpenters | MI | 5,233 | $414M | $81K |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a | I.B.E.W. Board of Trustees for Local 357 Pension Trust | NV | 4,922 | $547M | $99K |
| Laborers District Council Pension and Disability Trust Fund No. 2 | Laborers District Council Pension and Disability Trust Fund No. 2 | MD | 4,494 | $146M | $131K |
| Elevator Constructors Union Local 1 Annuity and 401(k) Fund | BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F | NJ | 4,276 | $1.71B | $606K |
| Steamfitters Industry Pension Fund | Board of Trustees Steamfitters Industry Pension Fund | NY | 3,984 | $460M | $158K |
| United Union of Roofers - Local 8 Annuity Fund | United Union of Roofers Local 8 Annuity Fund | NY | 3,569 | $189M | $56K |
| Smart Local 265 Pension Fund | Trustees of the Smart Local 265 Pension Fund | IL | 3,363 | $607M | $212K |
| Smart Local Unions and Councils Pension Fund | Board of Trustees of the Smart Local Unions and Councils Pension Fund | VA | 3,053 | $397M | $48K |
| Mo-Kan Iron Workers Pension Fund | Joint Board of Trustees Mo-Kan Iron Workers Pension Plan | MO | 2,328 | $266M | $45K |
| Michiana Area Electrical Workers Pension Fund | Board of Trustees Michiana Area Electrical Workers Pension Fund | MI | 2,251 | $223M | $72K |
| Pipe Fitters Local Union No. 120 Pension Plan | Pipe Fitters Local Union 120 Pens. Fund | OH | 2,009 | $221M | $129K |
| United Union of Roofers - Local 8 Pension Fund | United Union of Roofers - Local 8 Pension Fund - Board of Trustees | NY | 1,849 | $118M | $35K |
| Florida Trowel Trades Pension Trust Fund | Florida Trowel Trades Pension Trust Fund | TN | 1,846 | $57.1M | $13K |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | TN | 1,831 | $150M | $27K |
| Bac Local No. 1 Washington Pension Trust | Bac Local No. 1 Washington Pension Trust | WA | 1,765 | $163M | $22K |
| Plumbers & Pipefitters Local 123 Pension Fund | Trustees of the Plumbers and Pipefitters Local 123 Pension Fund | FL | 1,488 | $67.3M | $13K |
| Plumbers & Pipefitters Local Union No. 74 Pension Fund | BD of Ttee of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund | PA | 1,177 | $184M | $87K |
| Plumbers and Pipefitters Local Union No. 803 Pension Fund | Board of Trustees of Plumbers Local Union No. 803 Pension Fund | FL | 983 | $51.4M | $15K |
| Insulators Local No. 2 Pension Plan | Board of Trustees Insulators Local No. 2 Pension Plan | PA | 943 | $206M | $115K |
| Mechanical Contractors UA Local 119 Pension Plan | Mechanical Contractors UA Local 119 Pension Plan | AL | 691 | $60.3M | $16K |
| United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund | Board of Trustees Local 154 Annuity Fund | NY | 598 | $36.6M | $16K |
| Flint Area Sheet Metal Workers Local 7-4 Pension Fund | Board of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 | MI | 584 | $61.5M | $43K |
| United Association General Officers and Employees Pension Fund | United Association General Officers and Employees Pension Fund Board O | MD | 389 | $208M | $152K |
| Central States Joint Board and Allied Organizations Staff Pension Plan | Board of Trustees C.S.J.B. and Allied Organizations Staff Pension Plan | IL | 102 | $36.8M | $39K |
Questions and answers
How many plans does Foundry Partners LLC serve?
40 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Foundry Partners LLC?
The median plan reported $19.65 per participant in direct and indirect compensation (40 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (27 plans), Insurance agents and brokers (1 plans), Securities brokerage (1 plans) and Legal (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.