# Fox Factory, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fox-factory-inc-401k-plan

> Fox Factory, INC.'s 401(k) plan: 2,924 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fox Factory, INC.

- **Sponsor EIN:** 942472535

- **Sponsor Address:** 2055 SUGARLOAF CIRCLE STE 300, DULUTH, GA, 30097

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

- **Total Participants:** 2,924

- **Total Assets:** $83.8M

## 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:** No

## Plan Financials by Year

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

| 2024|2,924|$83.8M|$3.7M|$10.8M|

| 2023|3,294|$69.5M|$3.2M|$9.3M|

| 2022|2,884|$47.6M|$2.6M|$7.7M|

## 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|

| WINDHAM BRANNON, LLC|Auditor|$19,000|—|$19,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WINDHAM BRANNON, LLC](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,000

- **Estimated Expense Ratio:** 0.023% 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|$387,928|$150,127|—|$19,000|—|

| 2023|$240,136|$80,995|—|—|—|

| 2022|$178,372|$91,153|$87,219|—|—|

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