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

Fox Financial, Inc.'s plan reported $3.1M in assets and 8 participants for 2024.

Original filing (PDF)20250701142134NAL0029763122001

Fox Financial, Inc.

Name: Fox Financial, Inc. — Alliance Financial 401(k) Plan, Form 5500 (2024)
Creator: Fox Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alliance Financial 401(k) Plan

401(k) retirement plan · Fox Financial, Inc.'s Alliance Financial 401(k) Plan held $3.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Kevin M Fox signed Fox Financial, Inc.'s 2024 Form 5500 as plan administrator.

Kevin M Fox — 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 Financial, Inc.'s EIN is 46-1749673.

EIN 46-1749673

Plan number 001

Plan year 2024

ACK ID 20250701142134NAL0029763122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fox Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, 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 FINANCIAL, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score