Original filing (PDF)20251009081934NAL0011035792001

FOX, BYRD & COMPANY, P.C.

Name: FOX, BYRD & COMPANY, P.C. — FOX, BYRD & COMPANY 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: FOX, BYRD & COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

FOX, BYRD & COMPANY 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOX, BYRD & COMPANY, P.C..

Plan sponsor

Name

FOX, BYRD & COMPANY, P.C.

EIN

75-1568850

Address

12400 COIT ROAD, SUITE 505 · DALLAS, TX · 75251

Phone

(214) 696-8320

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

GINADER, JONES AND CO., LLP

GINADER, JONES AND CO., LLP PROFIT SHARING PLAN

$4.1M · 7 participants

SKROBACZ AND COMPANY CPA'S P.C.

SKROBACZ AND COMPANY CPA'S P.C. 401(K) RETIREMENT PLAN

$4.1M · 6 participants

B.A. HARRIS, LLP

B.A. HARRIS & ASSOCIATES 401(K) PROFIT SHARING PLAN

$4.0M · 26 participants

R. A. MERCER & CO., P.C.

R.A. MERCER & CO., P.C. 401(K) PLAN

$4.1M · 10 participants

PTD BUSINESS MANAGEMENT, LLP

PTD BUSINESS MANAGEMENT LLP 401(K) PROFIT SHARING PLAN