How big is Fox Peterson, LLC's plan?

Fox Peterson, LLC's plan reported $279K in assets and 12 participants for 2024.

Original filing (PDF)20250609170115NAL0042070290001

Fox Peterson, LLC

Name: Fox Peterson, LLC — Fox Peterson, LLC 401(k) Plan, Form 5500 (2024)
Creator: Fox Peterson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox Peterson, LLC 401(k) Plan

401(k) retirement plan · Fox Peterson, LLC's Fox Peterson, LLC 401(k) Plan held $279K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

People on this filing

David Hakes signed Fox Peterson, LLC's 2024 Form 5500 as plan administrator.

David Hakes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fox Peterson, LLC's EIN is 20-0263206.

EIN 20-0263206

Plan number 001

Plan year 2024

ACK ID 20250609170115NAL0042070290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fox Peterson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fox Peterson, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score