How big is KNOX Financial Services, LLC's plan?

KNOX Financial Services, LLC's plan reported $96K in assets and 5 participants for 2024.

Original filing (PDF)20251015141408NAL0002549395001

KNOX Financial Services, LLC

Name: KNOX Financial Services, LLC — KNOX Financial, Form 5500 (2024)
Creator: KNOX Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KNOX Financial Services, LLC 401(k) Plan

401(k) retirement plan · KNOX Financial Services, LLC's KNOX Financial Services, LLC 401(k) Plan held $96K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

Plan identifiers

KNOX Financial Services, LLC's EIN is 82-2031194.

EIN 82-2031194

Plan number 001

Plan year 2024

ACK ID 20251015141408NAL0002549395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KNOX Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KNOX Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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