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Original filing (PDF)20250813050558NAL0007827043001
FOXHOLE TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
FOXHOLE TECHNOLOGY 401K PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
165
Accounts w/ balance
220
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AMERFUNDS AMER BALANCED - R6" is 32% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOXHOLE TECHNOLOGY, INC..
Plan sponsor
Name
FOXHOLE TECHNOLOGY, INC.
EIN
87-1373332
Address
205 VAN BUREN ST · SUITE 120 · HERNDON, VA · 20170
Phone
(703) 496-4514
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
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)
Audit & trust (Schedule H)
Auditor
BDO USA P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
24 direct securities· $18.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $5.9M | 32.1% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $3.4M | 18.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.5M | 8.2% | |
| FED HERMES US TRE CASH RES PRM | Registered Investment Companies | — | — | $1.4M | 7.4% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $1.3M | 7.1% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.0M | 5.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $894K | 4.8% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $625K | 3.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $472K | 2.6% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $438K | 2.4% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $256K | 1.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $223K | 1.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $223K | 1.2% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $137K | 0.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $128K | 0.7% | |
| BRN ADV SUSTAIN GROWTH INST | Registered Investment Companies | — | — | $89K | 0.5% | |
| TRP RETIREMENT 2005 I 54 REGISTERED INVESTMENT COMPANY BLACKROCK ADV INTERNATIONAL K | Registered Investment Companies | — | — | $75K | 0.4% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $69K | 0.4% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $31K | 0.2% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $29K | 0.2% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $22K | 0.1% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $19K | 0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $8K | <0.1% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $3K | <0.1% |
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