Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAROL FOX & ASSOCIATES, INC.
EIN 36-4049004public relations and communicationsLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
53
1412 W. BELMONT AVENUE - CHICAGO, IL 60657773-327-3830carolfoxassociates.comLinkedIn11-50 employeespublic relations and communications
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 53 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAROL FOX & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$3.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CF&A CASH BALANCE PLAN
CashBalance
Assets$362K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAROL FOX & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 31 | 2024 | |
| 002 | CF&A CASH BALANCE PLAN | CashBalance | $362K | 22 | 2024 |
Retirement plans