How big is Howard D. Fox, CPA's plan?

Howard D. Fox, CPA's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250304133342NAL0007004065001

Howard D. Fox, CPA

Name: Howard D. Fox, CPA — Howard D. Fox, CPA 401(k), Form 5500 (2024)
Creator: Howard D. Fox, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Howard D. Fox, CPA 401(k) Profit Sharing Plan

401(k) retirement plan · Howard D. Fox, CPA's Howard D. Fox, CPA 401(k) Profit Sharing Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Miranda Schwehr signed Howard D. Fox, CPA's 2024 Form 5500 as plan administrator.

Miranda Schwehr — 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

Howard D. Fox, CPA's EIN is 77-0377113.

EIN 77-0377113

Plan number 002

Plan year 2024

ACK ID 20250304133342NAL0007004065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Howard D. Fox, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Howard D. Fox, CPA'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 HOWARD D. FOX, CPA.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

HOWARD D. FOX, CPA

EIN

all filings

Address

5835 KANAN ROAD · AGOURA HILLS, CA · 91301

Phone

(818) 879-0600

Industry

CPA Offices· Professional & Technical Services

Plan administrator