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Original filing (PDF)20250730155239NAL0002511635001

FOX RIVER ACCOUNTING SERVICES LLC

Form 5500
FILING_RECEIVED
FOX RIVER ACCOUNTING SERVICES LLC
Health & welfare plan
Signals · 2
Late filing · 32.5 moNo recordkeeper disclosed
Active participants
119
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
76
/ 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
65
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • Filed 32.5 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOX RIVER ACCOUNTING SERVICES LLC.
Plan sponsor
Name
FOX RIVER ACCOUNTING SERVICES LLC
EIN
31-1728022
Address
131 MAPLE ROW BOULEVARD, SUITE B200 · HENDERSONVILLE, TN · 37075
Phone
(847) 844-8790
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-07-30
Welfare benefit codes
4B · Life Insurance
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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