Original filing (PDF)20241213102623NAL0027477538001

FOX INSURANCE SERVICES, INC.

Name: FOX INSURANCE SERVICES, INC. — FOX INSURANCE SERVICES, INC. 401(K) PLAN, Form 5500 (2023)
Creator: FOX INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

FOX INSURANCE SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 FOX INSURANCE SERVICES, INC..

Plan sponsor

Name

FOX INSURANCE SERVICES, INC.

EIN

82-5476835

Address

4250 VETERANS MEMORIAL HIGHWAY · SUITE 225E · HOLBROOK, NY · 11741

Phone

(631) 981-4900

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-28

Filed

2024-12-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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