Plan Snapshot
- Plan Sponsor: Fox Robotics, INC.
- Sponsor EIN: 823094549
- Sponsor Address: 4101 SMITH SCHOOL RD BLDG 2 STE 100, AUSTIN, TX, 78744
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 143
- Total Assets: $4.0M
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. |
|---|---|---|---|---|
| 2025 | 143 | $4.0M | $0 | $0 |
| 2024 | 130 | $3.2M | $413,605 | $850,070 |
| 2023 | 79 | $1.5M | $239,951 | $512,302 |
| 2022 | 63 | $519,466 | $139,655 | $313,275 |
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 |
|---|---|---|---|---|
| GUSTO INVESTMENT SERVICES, LLC | Custodian / Trustee | $5,426 | — | $5,426 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,426
- Estimated Expense Ratio: 0.135% 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 |
|---|---|---|---|---|---|
| 2025 | $869,333 | $5,426 | — | — | — |
| 2024 | $128,822 | — | — | — | — |
| 2023 | $81,482 | — | — | — | — |
| 2022 | $48,788 | — | — | — | — |