Kristi Medland signed Fox Restaurant Concepts, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox Restaurant Concepts, LLC's EIN is 86-0992919.
Download the official 2024 Form 5500 (PDF) for Fox Restaurant Concepts, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fox Restaurant Concepts, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group VANG TARGET RET 2050 | Mutual Funds | — | — | $1.1M | 19.2% | |
| The Vanguard Group VANG TARGET RET 2045 | Mutual Funds | — | — | $962K | 17.3% | |
| The Vanguard Group VANG TARGET RET 2055 | Mutual Funds | — | — | $936K | 16.9% | |
| The Vanguard Group VANG TARGET RET 2040 | Mutual Funds | — | — | $666K | 12.0% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $403K | 7.3% | |
| The Vanguard Group VANG TARGET RET 2060 | Mutual Funds | — | — | $343K | 6.2% | |
| The Vanguard Group VANG TARGET RET 2035 | Mutual Funds | — | — | $207K | 3.7% | |
| JP Morgan Chase JPM LG CAP GROWTH R6 | Other securities | — | — | $196K | 3.5% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $175K | 3.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $107K | 1.9% | |
| JP Morgan Chase JPM SM CAP GROWTH R6 | Other securities | — | — | $107K | 1.9% | |
| Blackrock BLKRK LP IDX RTMT K 198 Capital Group Companies AF AMER MUTUAL R6 | Common Collective Trusts | — | — | $82K | 1.5% | |
| The Vanguard Group VANG INTL GROWTH ADM | Mutual Funds | — | — | $63K | 1.1% | |
| Dimensional Fund Advisors DFA EMERGING MKTS I | Mutual Funds | — | — | $57K | 1.0% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $50K | 0.9% | |
| Fidelity Investments FID TOTAL INTL IDX | Common Collective Trusts | — | — | $45K | 0.8% | |
| The Vanguard Group VANG TARGET RET 2025 | Mutual Funds | — | — | $20K | 0.4% | |
| The Vanguard Group VANG TARGET RET 2030 | Mutual Funds | — | — | $20K | 0.4% | |
| Dodge & Cox DODGE & COX INCOME I | Mutual Funds | — | — | $12K | 0.2% | |
| Participant Loans Participant loans, interest rates ranging from 5.25% to 0 | Bonds / Notes | — | — | $10K | 0.2% | |
| Dimensional Fund Advisors DFA REAL EST SEC I | Mutual Funds | — | — | $7K | 0.1% | |
| Victory Funds VI SM-CAP VAL R6 | Other securities | — | — | $4K | <0.1% | |
| The Vanguard Group VANG TARGET RET 2065 | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
