Original filing (PDF)20250620154925NAL0004041041001

G. FOX CONSULTING, INC.

Name: G. FOX CONSULTING, INC. — G. FOX CONSULTING, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: G. FOX CONSULTING, INC.

Form 5500-SF

FILING_RECEIVED

G. FOX CONSULTING, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$928K

Net assets (EOY)

$928K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G. FOX CONSULTING, INC..

Plan sponsor

Name

G. FOX CONSULTING, INC.

EIN

11-3809987

Address

4203 SHOALWOOD AVE · AUSTIN, TX · 787563520

Phone

(512) 694-4326

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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