How big is William Fox Munroe, Inc.'s plan?

William Fox Munroe, Inc.'s plan reported $4.0M in assets and 10 participants for 2024.

Original filing (PDF)20250130091249NAL0000571697001

William Fox Munroe, Inc.

Name: William Fox Munroe, Inc. — William Fox Munroe, Inc., Form 5500 (2024)
Creator: William Fox Munroe, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Fox Munroe, Inc. 401(k) Plan

401(k) retirement plan · William Fox Munroe, Inc.'s William Fox Munroe, Inc. 401(k) Plan held $4.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Wendi Newton signed William Fox Munroe, Inc.'s 2024 Form 5500 as plan administrator.

Wendi Newton — 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

William Fox Munroe, Inc.'s EIN is 23-2959825.

EIN 23-2959825

Plan number 003

Plan year 2024

ACK ID 20250130091249NAL0000571697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William Fox Munroe, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

WILLIAM FOX MUNROE, INC

EIN

all filings

Address

3 EAST LANCASTER AVENUE · SHILLINGTON, PA · 19607

Phone

(610) 775-4521

Industry

Professional & Technical Services

Plan administrator