Plan Snapshot
- Plan Sponsor: Cox Chevrolet Incorporated
- Sponsor EIN: 590862389
- Sponsor Address: 2900 CORTEZ ROAD WEST, BRADENTON, FL, 34207
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 157 | $7.4M | $100,381 | $684,099 |
| 2023 | 161 | $7.8M | $101,732 | $681,447 |
| 2022 | 160 | $6.6M | $110,854 | $742,206 |
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 |
|---|---|---|---|---|
| KERKERING BARBERIO & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERKERING BARBERIO & CO. — 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 | $9,416 | — | $9,416 | — | — |
| 2023 | $5,847 | — | $5,847 | — | — |
| 2022 | $3,865 | — | $3,865 | — | — |