How big is The Fox Mortgage Team LLC's plan?

The Fox Mortgage Team LLC's plan reported $11K in assets and 1 participants for 2024.

Original filing (PDF)20250430110033NAL0003698098001

The Fox Mortgage Team LLC

Name: The Fox Mortgage Team LLC — The Fox Mortgage Team, Form 5500 (2024)
Creator: The Fox Mortgage Team LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Fox Mortgage Team LLC 401(k) Plan

401(k) retirement plan · The Fox Mortgage Team LLC's The Fox Mortgage Team LLC 401(k) Plan held $11K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

AMY Yocum-VOS signed The Fox Mortgage Team LLC's 2024 Form 5500 as plan administrator.

AMY Yocum-VOS — 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

The Fox Mortgage Team LLC's EIN is 85-4049497.

EIN 85-4049497

Plan number 001

Plan year 2024

ACK ID 20250430110033NAL0003698098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Fox Mortgage Team LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Fox Mortgage Team LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

THE FOX MORTGAGE TEAM LLC

EIN

all filings

Address

106 LANGTREE VILLAGE DR · STE 301 · MOORESVILLE, NC · 28117

Phone

(719) 728-8831

Industry

Finance & Insurance

Plan administrator