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Original filing (PDF)20250813090241NAL0008936449002
JOHN FOX SCHOLARSHIP FUND
Form 5500
FILING_RECEIVED
JOHN FOX SCHOLARSHIP FUND
Health & welfare plan
Signals · 2
~512 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,295
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 512 bps in Schedule C fees — 885% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN FOX SCHOLARSHIP FUND.
Plan sponsor
Name
JOHN FOX SCHOLARSHIP FUND
EIN
23-2652470
Address
22 S. 22ND STREET · MEZZANINE FLOOR · PHILADELPHIA, PA · 19103
Phone
(215) 751-9770
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Welfare benefit codes
4K · Scholarship (Funded)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHILA JOINT BOARD | 23-0971735 | — | RELATED PARTY | $27K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $14K | — |
| PERSHING ADVISOR SOLUTIONS LLC | 83-0437353 | — | NONE | $10K | — |
| MERANZE, KATZ & GAUDIOSO PC | 23-2419899 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.