Plan Snapshot
- Plan Sponsor: Bobby Cox Companies, INC.
- Sponsor EIN: 752022854
- Sponsor Address: 5000 OVERTON PLAZA, SUITE 300, FORT WORTH, TX, 761094828
- Plan Type: 401(k)
- Total Participants: 2,089
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,089 | $23.3M | $643,355 | $1.2M |
| 2023 | 2,069 | $20.7M | $551,397 | $1.1M |
| 2022 | 1,616 | $16.6M | $508,167 | $984,719 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $12,933 | — | — | — | — |
| 2023 | $1,387 | — | — | — | — |
| 2022 | $1,915 | — | — | — | $1,915 |