Plan Ledger DOL Form 5500 · updated monthly

Fox Industries, LLC401(k)

FCS FOX COMMERCIAL SERVICES, LLC 401(K) RETIREMENT SAVINGS PLAN · WACO, TX · plan year 2022

Reported admin expense ratio · 2022
0.55%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Fox Industries, LLC reported $28,109 in plan administrative expenses for 2022: 0.55% of average plan assets, above the peer median. Employer contributions averaged $286 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,250th of 5,688), and 4,180th of 5,337 in construction. In 2022, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,190,670
Participants with balances71
Active participants52
Employer contributions$14,893
Employee contributions$31,724
Employer contribution per active participant$286
Average account balance$59,024
Benefits paid to participants$369,003
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,109
Total administrative$28,109
The Fox Industries, LLC 401(k) match · 2022
Employer contribution per active participant$286
Median for plans this size$1,114

Fox Industries, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$28,109 · 0.55%
Similar plansConstruction · Texas
Drake Interiors, Inc. TX$4.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 901034018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.