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FOX-SMITH WEALTH MANAGEMENT, LLC

EIN 20-5919023-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
12
8471 TURNPIKE DRIVE, SUITE 115 - WESTMINSTER, CO 80031303-650-2727LinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#002401k-$1.4M - 12 part

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Retirement#002

FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST

401k

Assets$1.4M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST401k$1.4M122024
Retirement plans
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