# Fox Specialties, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/fox-specialties-inc-232800462-501

> Fox Specialties, INC.'s Health & Welfare plan: 34 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

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

- **Sponsor EIN:** 232800462

- **Sponsor Address:** 2750 MORRIS RD, LANSDALE, PA, 19446

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 34

- **Total Assets:** $83,167

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|34|$83,167|$0|$0|

| 2024|36|$50,102|$724,317|$157,772|

| 2023|52|$239,847|$804,366|$155,129|

| 2022|56|$128,488|$693,948|$157,500|

## 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|

| THE BENECON GROUP|Investment Advisor|$16,070|—|$16,070|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$13,294|—|$13,294|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,364

- **Estimated Expense Ratio:** 35.307% 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|$846,221|—|—|—|—|

| 2024|$1,227,875|—|—|—|—|

| 2023|$899,103|—|—|—|—|

| 2022|$728,861|—|—|—|—|

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