Original filing (PDF)20250930101710NAL0012117937001

FOXX & COMPANY

Name: FOXX & COMPANY — FOXX GROUP 401(K) PLAN, Form 5500 (2024)
Creator: FOXX & COMPANY

Form 5500-SF

FILING_RECEIVED

FOXX GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

1,229

Accounts w/ balance

100

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOXX & COMPANY.

Plan sponsor

Name

FOXX & COMPANY

EIN

31-1041562

Address

324 W 9TH ST · CINCINNATI, OH · 452022043

Phone

(513) 639-8864

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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