How big is Fox & Partners' plan?

Fox & Partners' plan reported $31K in assets and 5 participants for 2024.

Original filing (PDF)20250612073259NAL0026797120001

Fox & Partners

Name: Fox & Partners — Fox and Partners 401(k) Plan, Form 5500 (2024)
Creator: Fox & Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fox and Partners 401(k) Plan

401(k) retirement plan · Fox & Partners' Fox and Partners 401(k) Plan held $31K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Nick Rice signed Fox & Partners' 2024 Form 5500 as plan administrator.

Nick Rice — 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 & Partners' EIN is 83-3224757.

EIN 83-3224757

Plan number 001

Plan year 2024

ACK ID 20250612073259NAL0026797120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fox & Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fox & Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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