Andrea Ramer signed Fox Electric I, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox Electric I, Ltd.'s EIN is 75-2647800.
Download the official 2024 Form 5500 (PDF) for Fox Electric I, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fox Electric I, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD KEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RHODES INVESTMENT ADVISOR INC. | — | FT. WORTH, TX | ADVISOR | $34K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund Class R6 MFS 0 | Mutual Funds | — | — | $2.2M | 13.4% | |
| Hartford Dividend & Growth R5 Hartford 0 | Other securities | — | — | $2.0M | 11.9% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $1.9M | 11.2% | |
| MFS Total Return Bond R6 MFS 0 | Mutual Funds | — | — | $1.5M | 9.3% | |
| BlackRock High Yield Portfolio Instl BlackRock 0 | Other securities | — | — | $1.4M | 8.2% | |
| Neuberger Berman Small Cap Growth R6 Neuberger Berman 0 | Other securities | — | — | $1.2M | 7.2% | |
| MFS Mid Cap Value R4 MFS 0 | Mutual Funds | — | — | $1.1M | 6.8% | |
| Fidelity Advisor Technology I Fidelity 0 | Mutual Funds | — | — | $965K | 5.8% | |
| Macquarie Small Cap Value Instl Macquarie 0 | Other securities | — | — | $909K | 5.5% | |
| Hartford International Opportunitie Hartford 0 | Other securities | — | — | $710K | 4.3% | |
| Fidelity Advisor Health Care I Fidelity 0 | Mutual Funds | — | — | $633K | 3.8% | |
| Fidelity Advisor Energy I Fidelity 0 | Mutual Funds | — | — | $512K | 3.1% | |
| JPMorgan Emerging Markets Equity L JP Morgan 0 | Other securities | — | — | $450K | 2.7% | |
| 1919 Financial Services I 1919 0 | Other securities | — | — | $450K | 2.7% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $376K | 2.3% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $274K | 1.7% | |
| AB Global Bond I Alliance Bernstein 0 | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
