How big is Neubauer Fox Financial's plan?

Neubauer Fox Financial's plan reported $748K in assets and 8 participants for 2022.

Original filing (PDF)20231016153437NAL0051298656001

Neubauer Fox Financial

Name: Neubauer Fox Financial — Neubauer Fox Financial, Form 5500 (2022)
Creator: Neubauer Fox Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neubauer Fox Financial Retirement Plan

401(k) retirement plan · Neubauer Fox Financial's Neubauer Fox Financial Retirement Plan held $748K in plan assets for 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

People on this filing

Tracy Coleman signed Neubauer Fox Financial's 2022 Form 5500 as plan administrator.

Tracy Coleman — 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

Neubauer Fox Financial's EIN is 47-5545118.

EIN 47-5545118

Plan number 002

Plan year 2022

ACK ID 20231016153437NAL0051298656001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Neubauer Fox Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Neubauer Fox Financial'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 NEUBAUER FOX FINANCIAL.

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

Helping the score