Original filing (PDF)20251121133240NAL0006480753001

Fox Tax, LLC

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

Form 5500-SF

FILING_RECEIVED

Fox Tax, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Fox Tax, LLC's Fox Tax, LLC Safe Harbor 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Alyssa Fox signed Fox Tax, LLC's 2024 Form 5500 as plan administrator.

Alyssa Fox — 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 Tax, LLC's EIN is 20-1061012.

EIN 20-1061012

Plan number 001

Plan year 2024

ACK ID 20251121133240NAL0006480753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fox Tax, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TAX, 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 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.

Plan sponsor

Name

FOX TAX, LLC

EIN

all filings

Address

1135 BUCHANAN ST NE · MINNEAPOLIS, MN · 55413

Phone

(612) 824-2829

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-24

Filed

2025-11-21

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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