How big is Skeels and Fox Wealth Manageme's plan?

Skeels and Fox Wealth Manageme's plan reported $4.4M in assets and 8 participants for 2025.

Original filing (PDF)20260513093529NAL0007355217001

Skeels and Fox Wealth Manageme

Name: Skeels and Fox Wealth Manageme — Skeels and Fox, Form 5500 (2025)
Creator: Skeels and Fox Wealth Manageme
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Skeels and Fox Wealth Manageme 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Skeels and Fox Wealth Manageme's Skeels and Fox Wealth Manageme 401(k) Profit Sharing Plan & Trust held $4.4M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

PAM Grenier signed Skeels and Fox Wealth Manageme's 2025 Form 5500 as plan administrator.

PAM Grenier — 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

Skeels and Fox Wealth Manageme's EIN is 82-2860678.

EIN 82-2860678

Plan number 001

Plan year 2025

ACK ID 20260513093529NAL0007355217001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Skeels and Fox Wealth Manageme from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Skeels and Fox Wealth Manageme'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 SKEELS AND FOX WEALTH MANAGEME.

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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

Knocking points off