How big is Carol Fox & Associates, Inc.'s plan?

Carol Fox & Associates, Inc.'s plan reported $362K in assets and 22 participants for 2024.

Original filing (PDF)20251014095633NAL0002457937001

Carol Fox & Associates, Inc.

Name: Carol Fox & Associates, Inc. — CF&a Cash Balance, Form 5500 (2024)
Creator: Carol Fox & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CF&a Cash Balance Plan

Defined-benefit pension plan · Carol Fox & Associates, Inc.'s CF&a Cash Balance Plan held $362K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

People on this filing

CHAD Carroll signed Carol Fox & Associates, Inc.'s 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Carol Fox & Associates, Inc.'s EIN is 36-4049004.

EIN 36-4049004

Plan number 002

Plan year 2024

ACK ID 20251014095633NAL0002457937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Carol Fox & Associates, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score