How big is Skeels and Fox Wealth Management, LLC's plan?

Skeels and Fox Wealth Management, LLC's plan reported $5.5M in assets and 6 participants for 2025.

Original filing (PDF)20260409055725NAL0015239202001

Skeels and Fox Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Skeels and Fox Wealth Management , LLC Cash Balance Plan

Defined-benefit pension plan · Skeels and Fox Wealth Management, LLC's Skeels and Fox Wealth Management , LLC Cash Balance Plan held $5.5M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Skeels and Fox Wealth Management, LLC's EIN is 82-2860678.

EIN 82-2860678

Plan number 002

Plan year 2025

ACK ID 20260409055725NAL0015239202001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Skeels and Fox Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SKEELS AND FOX WEALTH MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score