How big is Fox-Smith Wealth Management, LLC's plan?

Fox-Smith Wealth Management, LLC's plan reported $1.4M in assets and 11 participants for 2024.

Original filing (PDF)20250923133817NAL0008094675001

Fox-Smith Wealth Management, LLC

Name: Fox-Smith Wealth Management, LLC — Fox-Smith Wealth, Form 5500 (2024)
Creator: Fox-Smith Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox-Smith Wealth Management 401(k) Plan & Trust

401(k) retirement plan · Fox-Smith Wealth Management, LLC's Fox-Smith Wealth Management 401(k) Plan & Trust held $1.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Fox-Smith Wealth Management, LLC's EIN is 20-5919023.

EIN 20-5919023

Plan number 002

Plan year 2024

ACK ID 20250923133817NAL0008094675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fox-Smith Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOX-SMITH WEALTH MANAGEMENT, 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