How big is Ferox Strategies, LLC's plan?

Ferox Strategies, LLC's plan reported $718K in assets and 4 participants for 2024.

Original filing (PDF)20250429190305NAL0000570259001

Ferox Strategies, LLC

Name: Ferox Strategies, LLC — Ferox Strategies 401(k) Plan, Form 5500 (2024)
Creator: Ferox Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ferox Strategies 401(k) Plan

401(k) retirement plan · Ferox Strategies, LLC's Ferox Strategies 401(k) Plan held $718K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

People on this filing

Renee Duran signed Ferox Strategies, LLC's 2024 Form 5500 as plan administrator.

Renee Duran — 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

Ferox Strategies, LLC's EIN is 82-3053534.

EIN 82-3053534

Plan number 001

Plan year 2024

ACK ID 20250429190305NAL0000570259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ferox Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FEROX STRATEGIES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FEROX STRATEGIES, LLC

EIN

all filings

Address

309 PENNSYLVANIA AVE SE · WASHINGTON, DC · 20003

Phone

(202) 320-8236

Industry

Other Services (ex. Public Admin)

Plan administrator