How big is Fox Financial Group's plan?

Fox Financial Group's plan reported $2K in assets and 2 participants for 2023.

Original filing (PDF)20240925144340NAL0014484977001

Fox Financial Group

Name: Fox Financial Group — Fox Financial Group MCF, Form 5500 (2023)
Creator: Fox Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox Financial Group MCF Benefit Plan

Health & welfare plan · Fox Financial Group's Fox Financial Group MCF Benefit Plan held $2K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$506

People on this filing

Brendan Cossette signed Fox Financial Group's 2023 Form 5500 as plan administrator.

Brendan Cossette — 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

Fox Financial Group's EIN is 27-3409389.

EIN 27-3409389

Plan number 501

Plan year 2023

ACK ID 20240925144340NAL0014484977001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fox Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fox Financial Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score