How big is Frank J. Fox's plan?

Frank J. Fox's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250515182147NAL0030896512001

Frank J. Fox

Name: Frank J. Fox — Majors & Fox Pension Plan, Form 5500 (2024)
Creator: Frank J. Fox
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Majors & Fox Pension Plan

401(k) retirement plan · Frank J. Fox's Majors & Fox Pension Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

RAE T. Barzona signed Frank J. Fox's 2024 Form 5500 as plan administrator.

RAE T. Barzona — 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

Frank J. Fox's EIN is 82-2679109.

EIN 82-2679109

Plan number 003

Plan year 2024

ACK ID 20250515182147NAL0030896512001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Frank J. Fox's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (91st percentile).

Plan sponsor

Name

FRANK J. FOX

EIN

all filings

Address

3755 AVOCADO BOULEVARD, #105 · LA MESA, CA · 91941

Phone

(619) 234-1000

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2G · Total participant-directed accounts

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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