Fox Factory, Inc. 401(k) Profit Sharing Plan
Sponsored by Fox Factory, Inc. · EIN 942472535 · Plan #003
- Total assets
- $83.8M
- Net assets
- $83.8M
- Active participants
- 2,924
- With balances
- 3,182
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $218,801 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $101,732 |
| Sageview Advisory Group, Llc | Investment management | $48,395 |
| Windham Brannon Llc | Accounting | $19,000 |