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Sponsor portfolio

FOX FACTORY, INC.

EIN 94-2472535-mechanical or industrial engineering-Latest filing 2024
Plans
2
Retirement
1
$83.8M assets
Welfare
1
$2.7M premiums
Participants
6,081
2055 SUGARLOAF CIRCLE STE 300 - DULUTH, GA 30097404-358-0840ridefox.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#003401k-$83.8M - 3,438 part#510Mixed-$2.7M - 3,081 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 3,081 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.2M
  • Short-term disability$451K
  • Life$436K
  • Other$306K
  • Vision$180K
  • Long-term disability$118K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY48%
  • DELTA DENTAL OF CALIFORNIA45%
  • VISION SERVICE PLAN7%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $181K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FOX FACTORY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$83.8M
Participants3,438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

FOX FACTORY, INC. HEALTH PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$2.7M
Covered lives3,081
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FOX FACTORY, INC. 401(K) PROFIT SHARING PLAN401k$83.8M3,4382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510FOX FACTORY, INC. HEALTH PLANMixedDELTA DENTAL INSURANCE COMPANY$2.7M3,0812024
Retirement plans
Welfare plans
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