How big is Fox & Bank LLP's plan?

Fox & Bank LLP's plan reported $4.9M in assets and 2 participants for 2023.

Original filing (PDF)20240710152501NAL0032493682001

Fox & Bank LLP

Name: Fox & Bank LLP — Fox & Bank LLP 401(k) Plan, Form 5500 (2023)
Creator: Fox & Bank LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox & Bank LLP 401(k) Plan

401(k) retirement plan · Fox & Bank LLP's Fox & Bank LLP 401(k) Plan held $4.9M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Fox & Bank LLP's EIN is 68-0434234.

EIN 68-0434234

Plan number 001

Plan year 2023

ACK ID 20240710152501NAL0032493682001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fox & Bank LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fox & Bank LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

FOX & BANK LLP

EIN

all filings

Address

1981 N. BROADWAY, SUITE 405 · WALNUT CREEK, CA · 94596

Phone

(925) 933-9000

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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