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Sponsor portfolio

FOX TRANSFER INC

EIN 47-2651849-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$840K assets
Welfare
0
Participants
10
1042 FORT UNION BLVD, #1105 - MIDVALE, UT 84047801-472-4587
Plans on this EIN
2 filings
#002TraditionalDB-$583K - 5 part#001401k-$257K - 5 part

Retirement portfolio analytics

2 plans aggregated / $840K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFINED BENEFIT PLAN (#002)69%
  • TRANSFER INC 401(K) (#001)31%
Total $840KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)5
  • TRANSFER INC 401(K) (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FOX TRANSFER INC DEFINED BENEFIT PLAN

TraditionalDB

Assets$583K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FOX TRANSFER INC 401(K) PLAN

401k

Assets$257K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FOX TRANSFER INC DEFINED BENEFIT PLANTraditionalDB$583K52024
001FOX TRANSFER INC 401(K) PLAN401k$257K52024
Retirement plans
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