How big is E.K. Fox and Associates, Ltd.'s plan?

E.K. Fox and Associates, Ltd.'s plan reported $15.5M in assets and 56 participants for 2024.

Original filing (PDF)20251014094309NAL0003522256001

E.K. Fox and Associates, Ltd.

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

Form 5500-SF

FILING_RECEIVED

E.K. Fox and Associates, Ltd. 401(k) Plan

401(k) retirement plan · E.K. Fox and Associates, Ltd.'s E.K. Fox and Associates, Ltd. 401(k) Plan held $15.5M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

People on this filing

Blair JOST signed E.K. Fox and Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Blair JOST — 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

E.K. Fox and Associates, Ltd.'s EIN is 54-1137756.

EIN 54-1137756

Plan number 001

Plan year 2024

ACK ID 20251014094309NAL0003522256001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

E.K. Fox and Associates, Ltd.'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 E.K. FOX AND ASSOCIATES, LTD..

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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