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FOX-NAHEM ASSOCIATES, LLC — FOX-NAHEM ASSOCIATES, LLC SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250609093546NAL0023317152001
FOX-NAHEM ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
FOX-NAHEM ASSOCIATES, LLC SAVINGS PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FOX-NAHEM ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
FOX-NAHEM ASSOCIATES, LLC
EIN
26-4400863
Address
4 WEST 22ND STREET, 5TH FL · NEW YORK, NY · 10010
Phone
(212) 358-1411
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
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Helping the score
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