Original filing (PDF)20250612073259NAL0026797120001

FOX & PARTNERS

Name: FOX & PARTNERS — FOX AND PARTNERS 401K PLAN, Form 5500 (2024)
Creator: FOX & PARTNERS

Form 5500-SF

FILING_RECEIVED

FOX AND PARTNERS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FOX & PARTNERS

EIN

83-3224757all filings

Address

3638 VALLEY ROAD · BASKING RIDGE, NJ · 07920

Phone

(201) 787-8046

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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SHOEBOX BOOKKEEPING SERVICE LLC

$31K · 1 participants

GOV-CON SOLUTIONS

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.