Original filing (PDF)20260129213351NAL0003857507001

JONIGIAN & FOX, INC.

Name: JONIGIAN & FOX, INC. — FOX & FOX 401K PLAN, Form 5500 (2024)
Creator: JONIGIAN & FOX, INC.

Form 5500-SF

FILING_RECEIVED

FOX & FOX 401K PLAN

401(k) retirement plan

Signals · 2

Late filing · 2.4 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

JONIGIAN & FOX, INC.

DBA

FOX & FOX

EIN

77-0228429all filings

Address

2491 ALLUVIAL AVE. SUITE 290 · CLOVIS, CA · 93611

Phone

(559) 797-1000

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

JONIGIAN & FOX, INC.

EIN

77-0228429

City

CLOVIS, CA

Phone

(559) 797-1000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ROSENTHAL, MORGAN AND THOMAS,

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ROSENTHAL, MORGAN AND THOMAS, INC.

$280K · 2 participants

IGLESIAS DE RESTAURACION FILIAL OCEANSIDE

IGLESIAS DE RESTAURACION FILIAL OCEANSIDE RETIREMENT TRUST

$280K · 1 participants

GOLDFINCH FINANCIAL

GOLDFINCH FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST

$280K · 5 participants

GINA HEAL MD INC

GINA HEAL MD INC 401(K) PROFIT SHARING PLAN & TRUST

$280K · 4 participants

S. KUMAR & ASSOCIATES LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.