Plan Snapshot
- Plan Sponsor: Cox, Castle & Nicholson LLP
- Sponsor EIN: 952547124
- Sponsor Address: 2029 CENTURY PARK EAST, SUITE 2100, LOS ANGELES, CA, 90067
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $269.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 171 | $269.9M | $4.9M | $2.9M |
| 2023 | 168 | $236.3M | $4.5M | $2.9M |
| 2022 | 161 | $186.8M | $4.1M | $2.5M |
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 |
|---|---|---|---|---|
| QUIGLEY & MIRON | Auditor | — | — | $0 |
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 | $490,031 | $367,758 | — | — | — |
| 2023 | $386,927 | $297,860 | $88,787 | — | — |
| 2022 | $340,708 | $249,268 | $91,148 | — | — |