How big is Foxhole Equity, LLC's plan?

Foxhole Equity, LLC's plan reported $2.0M in assets and 103 participants for 2024.

Original filing (PDF)20251010141727NAL0004323443001

Foxhole Equity, LLC

Name: Foxhole Equity, LLC — Foxhole Equity & Affiliates, Form 5500 (2024)
Creator: Foxhole Equity, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foxhole Equity & Affiliates MEP

401(k) retirement plan · Foxhole Equity, LLC's Foxhole Equity & Affiliates MEP held $2.0M in plan assets for 103 participants in 2024.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Leslie O'HARA signed Foxhole Equity, LLC's 2024 Form 5500 as plan administrator.

Leslie O'HARA — 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

Foxhole Equity, LLC's EIN is 84-3203135.

EIN 84-3203135

Plan number 001

Plan year 2024

ACK ID 20251010141727NAL0004323443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Foxhole Equity, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Foxhole Equity, LLC's 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 FOXHOLE EQUITY, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score