Original filing (PDF)20250509111237NAL0019902384001

SKEELS AND FOX WEALTH MANAGEME

Name: SKEELS AND FOX WEALTH MANAGEME — SKEELS AND FOX WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SKEELS AND FOX WEALTH MANAGEME

Form 5500-SF

FILING_RECEIVED

SKEELS AND FOX WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKEELS AND FOX WEALTH MANAGEME.

Plan sponsor

Name

SKEELS AND FOX WEALTH MANAGEME

EIN

82-2860678

Address

300 E ESPLANADE DR STE 1800 · OXNARD, CA · 930361250

Phone

(805) 485-5555

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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