Danielle KATZ signed Fox Management Rehabilitation Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox Management Rehabilitation Services LLC's EIN is 83-3020179.
Download the official 2024 Form 5500 (PDF) for Fox Management Rehabilitation Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fox Management Rehabilitation Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $179K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $65K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $18.4M | 15.1% | |
| TRANSAMERICA FUTFOC 2055 WITH AM CE TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 657 | Pooled Separate Account | — | — | $18.4M | 15.1% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $16.6M | 13.6% | |
| TA VANGUARD LIFESTRATEGY MOD GR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $16.6M | 13.6% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $11.3M | 9.2% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $11.3M | 9.2% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $9.7M | 7.9% | |
| TRANSAMERICA FUTFOC 2050 WITH AM CE TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 656 | Pooled Separate Account | — | — | $9.7M | 7.9% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $7.4M | 6.0% | |
| TRANSAMERICA FUTFOC IN RET WITH AM TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 658 | Pooled Separate Account | — | — | $7.4M | 6.0% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $6.4M | 5.3% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $6.4M | 5.3% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $6.0M | 5.0% | |
| TRANSAMERICA FUTFOC 2045 WITH AM CE TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 655 | Pooled Separate Account | — | — | $6.0M | 5.0% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $5.6M | 4.6% | |
| TRANSAMERICA FUTFOC 2060 WITH AM CE TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 900 | Pooled Separate Account | — | — | $5.6M | 4.6% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $5.3M | 4.3% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $5.3M | 4.3% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $4.3M | 3.5% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $4.3M | 3.5% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $4.3M | 3.5% | |
| TRANSAMERICA FUTFOC 2035 WITH AM CE TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 653 | Pooled Separate Account | — | — | $4.3M | 3.5% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $4.0M | 3.3% | |
| TRANSAMERICA FUTFOC 2040 WITH AM CE TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 654 | Pooled Separate Account | — | — | $4.0M | 3.3% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $3.1M | 2.6% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $3.1M | 2.6% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $3.0M | 2.5% | |
| TRANSAMERICA FUTFOC 2030 WITH AM CE TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 652 | Pooled Separate Account | — | — | $3.0M | 2.5% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $2.7M | 2.2% | |
| FRANKLIN SMALL CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $2.7M | 2.2% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $1.3M | 1.1% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $1.3M | 1.1% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $1.3M | 1.0% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $1.3M | 1.0% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $1.3M | 1.0% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $1.3M | 1.0% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $969K | 0.8% | |
| MFS MID CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $969K | 0.8% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $950K | 0.8% | |
| STATE STREET U.S. BD IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $950K | 0.8% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $926K | 0.8% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $926K | 0.8% | |
| Loans to participants | Participant loans | — | $0 | $914K | 0.7% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $879K | 0.7% | |
| BLACKROCK HIGH YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $879K | 0.7% | |
| PIMCO TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 349 | Pooled Separate Account | — | — | $864K | 0.7% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $864K | 0.7% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $848K | 0.7% | |
| TRANSAMERICA FUTFOC 2025 WITH AM CE TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 651 | Pooled Separate Account | — | — | $848K | 0.7% | |
| Transamerica Life Insurance Company Inc. | Common Stocks | — | $0 | $803K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $50K | — |
