Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
SKEELS AND FOX WEALTH MANAGEME
EIN 82-2860678Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
14
300 E ESPLANADE DR STE 1800 - OXNARD, CA 930361250805-485-5555
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 14 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#002
SKEELS AND FOX WEALTH MANAGEMENT , LLC CASH BALANCE PLAN
CashBalance
Assets$5.5M
Participants6
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Retirement#001
SKEELS AND FOX WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SKEELS AND FOX WEALTH MANAGEMENT , LLC CASH BALANCE PLAN | CashBalance | $5.5M | 6 | 2025 | |
| 001 | SKEELS AND FOX WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.4M | 8 | 2025 |
Retirement plans