# Fox Associates, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/fox-associates-l-l-c-401k-plan

> Fox Associates, L.L.C.'s 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fox Associates, L.L.C.

- **Sponsor EIN:** 431236719

- **Sponsor Address:** 539 N GRAND BLVD STE 200, ST LOUIS, MO, 63103

- **Plan Type:** 401(k)

- **Total Participants:** 141

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|141|$12.4M|$314,103|$394,622|

| 2023|124|$11.7M|$286,390|$346,964|

| 2022|112|$9.8M|$251,567|$294,731|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ANDERS, MINKLER, HUBER & HELM L|Auditor|$15,750|—|$15,750|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,750

- **Estimated Expense Ratio:** 0.127% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$74,256|$45,534|—|$15,750|—|

| 2023|$60,689|$43,285|—|$8,000|—|

| 2022|$64,882|$56,330|$8,552|—|—|

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