JEFF Antrainer signed Fox Associates, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox Associates, L.L.C.'s EIN is 43-1236719.
Download the official 2024 Form 5500 (PDF) for Fox Associates, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fox Associates, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $2.0M | 15.8% | |
| American Funds | Mutual Funds | — | — | $1.8M | 14.7% | |
| American Funds | Mutual Funds | — | — | $1.6M | 13.2% | |
| American Funds | Mutual Funds | — | — | $1.1M | 8.9% | |
| American Funds | Mutual Funds | — | — | $1.1M | 8.6% | |
| American Funds | Mutual Funds | — | — | $701K | 5.6% | |
| Principal | Other securities | — | — | $534K | 4.3% | |
| American Funds | Mutual Funds | — | — | $506K | 4.1% | |
| Vanguard | Mutual Funds | — | — | $486K | 3.9% | |
| Fidelity | Mutual Funds | — | — | $410K | 3.3% | |
| Vanguard | Mutual Funds | — | — | $364K | 2.9% | |
| American Funds | Mutual Funds | — | — | $244K | 2.0% | |
| American Funds | Mutual Funds | — | — | $211K | 1.7% | |
| American Funds | Mutual Funds | — | — | $208K | 1.7% | |
| T. Rowe Price | Other securities | — | — | $173K | 1.4% | |
| iShares | Other securities | — | — | $159K | 1.3% | |
| American Funds | Mutual Funds | — | — | $135K | 1.1% | |
| Plan participants | Other securities | — | — | $120K | 1.0% | |
| Principal | Other securities | — | — | $107K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $87K | 0.7% | |
| American Funds | Mutual Funds | — | — | $78K | 0.6% | |
| Principal | Other securities | — | — | $72K | 0.6% | |
| PGIM | Other securities | — | — | $49K | 0.4% | |
| PIMCO | Mutual Funds | — | — | $46K | 0.4% | |
| Empower | Other securities | — | — | $46K | 0.4% | |
| JPMorgan | Other securities | — | — | $42K | 0.3% | |
| Columbia | Other securities | — | — | $33K | 0.3% | |
| Blackrock | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COMMONWEALTH EQUITY SERVICES LLC DB |
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $44K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP DBA | — | ST LOUIS, MO | AUDITOR | $16K | — |
