The Harry Fox Agency LLC's EIN is 13-2656874.
Download the official 2024 Form 5500 (PDF) for The Harry Fox Agency LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Harry Fox Agency LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | — | BROOKLYN, NY | NONE | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem Mutual Funds | Common Collective Trusts | — | $1.1M | $1.6M | 28.6% | |
| iShares Core U.S. Aggregate Bond ETF Common Stock | Common Stocks | — | $1.3M | $1.3M | 22.3% | |
| Fidelity International Index InstlPrm Mutual Funds | Mutual Funds | — | $504K | $518K | 9.1% | |
| Federated Hermes Govt Oblig IS Money Market Funds | Cash / Money Market | — | $453K | $453K | 8.0% | |
| Dodge & Cox Income CL I Mutual Funds | Mutual Funds | — | $425K | $439K | 7.7% | |
| American Beacon Ahl Mgd-Inst Mutual Funds | Other securities | — | $107K | $104K | 1.8% | |
| Blackstone Alternative Multi-Strategy Y Mutual Funds | Other securities | — | $106K | $104K | 1.8% | |
| PGIM High Yield R6 Mutual Funds | Other securities | — | $110K | $104K | 1.8% | |
| American Funds Capital World Bond F3 Mutual Funds | Mutual Funds | — | $106K | $103K | 1.8% | |
| JPMorgan Deposit Account A Money Market Funds | Cash / Money Market | — | $100K | $100K | 1.8% | |
| Vanguard FTSE Emerging Market Common Stock | Mutual Funds | — | $102K | $100K | 1.8% | |
| Tortoise MLP & Pipeline Instl Mutual Funds | Other securities | — | $79K | $77K | 1.4% | |
| iShares Russell Mid-Cap ETF Common Stock | Common Stocks | — | $79K | $76K | 1.3% | |
| iShares Core S&P Small-Cap ETF Common Stock | Common Stocks | — | $75K | $74K | 1.3% | |
| Matrix Trust Co Cash Cash/Cash Equivalent | Cash / Money Market | — | $67K | $67K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
