How big is Eisen Fox & Company, LLC's plan?

Eisen Fox & Company, LLC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250818101706NAL0001140561001

Eisen Fox & Company, LLC

Name: Eisen Fox & Company, LLC — Eisen Fox & Company, LLC, Form 5500 (2024)
Creator: Eisen Fox & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eisen Fox & Company, LLC 401(k) Plan

401(k) retirement plan · Eisen Fox & Company, LLC's Eisen Fox & Company, LLC 401(k) Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Victoria Fox signed Eisen Fox & Company, LLC's 2024 Form 5500 as plan administrator.

Victoria Fox — 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

Eisen Fox & Company, LLC's EIN is 27-2010669.

EIN 27-2010669

Plan number 001

Plan year 2024

ACK ID 20250818101706NAL0001140561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eisen Fox & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eisen Fox & Company, LLC'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 EISEN FOX & COMPANY, LLC.

Finding similar companies…

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 (97th percentile).

Plan sponsor

Name

EISEN FOX & COMPANY, LLC

EIN

all filings

Address

735 N. WATER ST., SUITE 702 · MILWAUKEE, WI · 532024104

Phone

(414) 315-2811

Industry

Finance & Insurance

Plan administrator