Original filing (PDF)20240710200044NAL0033383874001

FOX & GAZELLE, LLC

Name: FOX & GAZELLE, LLC — FOX & GAZELLE, LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: FOX & GAZELLE, LLC

Form 5500-SF

FILING_RECEIVED

FOX & GAZELLE, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOX & GAZELLE, LLC.

Plan sponsor

Name

FOX & GAZELLE, LLC

EIN

26-2438069

Address

47 GURDA LANE · PINE ISLAND, NY · 10969

Phone

(203) 202-2548

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TITAN HEALTH MANAGEMENT SOLUTIONS, INC.

TITAN 401(K) PLAN

$2.5M · 111 participants

POTOMAC RIVER PARTNERS CORP.

POTOMAC RIVER PARTNERS CORP. 401K PLAN

$2.5M · 19 participants

SEQUOIA STRATEGIES & SOLUTIONS

SEQUOIA STRATEGIES & SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

$2.5M · 12 participants

ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC. (RIAM US INC.)

ROBECO RETIREMENT TRUST

$2.5M · 13 participants

PEMBROKE CONSULTING, INC.

PEMBROKE CONSULTING, INC. 401K PROFIT SHARING PLAN