How big is Fox, O'NEILL & Shannon, S.C.'s plan?

Fox, O'NEILL & Shannon, S.C.'s plan reported $24.6M in assets and 16 participants for 2024.

Original filing (PDF)20250916100745NAL0002874016001

Fox, O'NEILL & Shannon, S.C.

Name: Fox, O'NEILL & Shannon, S.C. — Fox, O'NEILL &, Form 5500 (2024)
Creator: Fox, O'NEILL & Shannon, S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox, O'NEILL & Shannon, S.C. Profit Sharing Plan

401(k) retirement plan · Fox, O'NEILL & Shannon, S.C.'s Fox, O'NEILL & Shannon, S.C. Profit Sharing Plan held $24.6M in plan assets for 16 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.6M

Net assets (EOY)

$24.6M

Plan identifiers

Fox, O'NEILL & Shannon, S.C.'s EIN is 39-1282087.

EIN 39-1282087

Plan number 001

Plan year 2024

ACK ID 20250916100745NAL0002874016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fox, O'NEILL & Shannon, S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fox, O'NEILL & Shannon, S.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOX, O'NEILL & SHANNON, S.C..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score