Fox Associates Retirement Savings Plan
Sponsored by Fox Associates, L.L.C. · EIN 431236719 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 141
- With balances
- 141
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $43,900 |
| Anders Minkler Huber & Helm Llp Dba | Accounting | $15,750 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $12,972 |
| Empower Advisory Group, Llc | Investment management | $1,634 |