Danielle KATZ signed Fox Management Rehabilitation Services LLC's 2023 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 2023 Form 5500 (PDF) for Fox Management Rehabilitation Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 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 | $142K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $49K | — |
| RAYMOND JAMES & ASSOCIATES INC |
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD LIFESTRATEGY MOD GR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $15.5M | 15.4% | |
| TRANSAMERICA SC 2055 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 859 | Pooled Separate Account | — | — | $14.7M | 14.6% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $8.1M | 8.1% | |
| TRANSAMERICA SC 2050 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 853 | Pooled Separate Account | — | — | $7.3M | 7.2% | |
| TRANSAMERICA SC RETD JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 854 | Pooled Separate Account | — | — | $6.6M | 6.6% | |
| MFS MASSACHUSETTS INVS GR STOCK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $5.2M | 5.2% | |
| TRANSAMERICA SC 2045 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 858 | Pooled Separate Account | — | — | $4.7M | 4.6% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $4.6M | 4.6% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $3.8M | 3.8% | |
| TRANSAMERICA SC 2035 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 857 | Pooled Separate Account | — | — | $3.5M | 3.4% | |
| TRANSAMERICA SC 2060 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 860 | Pooled Separate Account | — | — | $3.4M | 3.4% | |
| TRANSAMERICA SC 2040 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 852 | Pooled Separate Account | — | — | $3.0M | 3.0% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $2.9M | 2.9% | |
| FRANKLIN SMALL CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $2.6M | 2.6% | |
| TRANSAMERICA SC 2030 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 851 | Pooled Separate Account | — | — | $1.6M | 1.6% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $1.3M | 1.3% | |
| TRANSAMERICA SC 2025 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 856 | Pooled Separate Account | — | — | $1.1M | 1.1% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $1.1M | 1.1% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $1.0M | 1.0% | |
| STATE STREET U.S. BD IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $970K | 1.0% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Focus Acct | Common Stocks | — | — | $958K | 1.0% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $804K | 0.8% | |
| PIMCO TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 349 | Pooled Separate Account | — | — | $799K | 0.8% | |
| MFS MID CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $796K | 0.8% | |
| BLACKROCK HIGH YIELD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $755K | 0.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $694K | 0.7% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $671K | 0.7% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $396K | 0.4% | |
| TROWE PRICE INTL DISCOVERY RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 780 | Pooled Separate Account | — | — | $334K | 0.3% | |
| TA VANGUARD LIFESTRATEGY GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $250K | 0.2% | |
| AMERICAN CENTURY INF-ADJ BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 096 | Pooled Separate Account | — | — | $195K | 0.2% | |
| AB GLBL BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 711 | Pooled Separate Account | — | — | $103K | 0.1% | |
| TA VANGUARD LIFESTRATEGY INC ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $58K | <0.1% | |
| DELAWARE IVY MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 115 | Pooled Separate Account | — | — | $13K | <0.1% | |
| DFA U.S. SMALL CAP PRTF RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 722 | Pooled Separate Account | — | — | $6K | <0.1% | |
| TRANSAMERICA SC 2065 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 404 | Pooled Separate Account | — | — | $741 | <0.1% | |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-1237041 |
| — |
| ADVISOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | 11-1986323 | — | AUDITOR | $35K | — |
