How big is Fox and SON LLC's plan?

Fox and SON LLC's plan reported $68K in assets and 12 participants for 2024.

Original filing (PDF)20250718054520NAL0000606195001

Fox and SON LLC

Name: Fox and SON LLC — Fox and SON LLC - 401(k), Form 5500 (2024)
Creator: Fox and SON LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox and SON LLC - 401(k)

401(k) retirement plan · Fox and SON LLC's Fox and SON LLC - 401(k) held $68K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

People on this filing

Shirley Horner signed Fox and SON LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Fox and SON LLC's EIN is 81-3187078.

EIN 81-3187078

Plan number 001

Plan year 2024

ACK ID 20250718054520NAL0000606195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fox and SON LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fox and SON LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off