Original filing (PDF)20241213102623NAL0027477538001

Fox Insurance Services, Inc.

Name: Fox Insurance Services, Inc. — Fox Insurance, Form 5500 (2023)
Creator: Fox Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox Insurance Services, Inc. 401(k) Plan

401(k) retirement plan · Fox Insurance Services, Inc.'s Fox Insurance Services, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matthew A. Fox signed Fox Insurance Services, Inc.'s 2023 Form 5500 as plan administrator.

Matthew A. Fox — 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

Fox Insurance Services, Inc.'s EIN is 82-5476835.

EIN 82-5476835

Plan number 001

Plan year 2023

ACK ID 20241213102623NAL0027477538001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fox Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fox Insurance Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOX INSURANCE SERVICES, INC..

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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