AUMdb

Fox Electric I, Ltd. 401(k) Plan

Sponsored by Fox Electric I, Ltd. · EIN 752647800 · Plan #002

Total assets
$16.5M
Net assets
$16.5M
Active participants
269
With balances
257

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
Rhodes Investment Advisors, Inc. CRD 114245 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rhodes Investment Advisor Inc. Investment advisory (plan), Direct payment from the plan $34,089
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $31,714