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

Fox Associates, Inc.'s plan reported $3.1M in assets and 15 participants for 2024.

Original filing (PDF)20250718092439NAL0001480385001

Fox Associates, Inc.

Name: Fox Associates, Inc. — Fox Associates, Inc., Form 5500 (2024)
Creator: Fox Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox Associates, Inc. Employees' 401(k) Plan

401(k) retirement plan · Fox Associates, Inc.'s Fox Associates, Inc. Employees' 401(k) Plan held $3.1M in plan assets for 15 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Stephen E Schwanz signed Fox Associates, Inc.'s 2024 Form 5500 as plan administrator.

Stephen E Schwanz — 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 Associates, Inc.'s EIN is 42-0953611.

EIN 42-0953611

Plan number 002

Plan year 2024

ACK ID 20250718092439NAL0001480385001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fox Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off