# Cox Chevrolet Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/cox-chevrolet-incorporated-401k-plan

> Cox Chevrolet Incorporated's 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| KB PENSION SERVICES|CONTRACT ADMIN|$6,064|$3,738|$9,802|

| KERKERING BARBERIO & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KERKERING BARBERIO & CO.](https://planprovider.pro/provider/kerkering-barberio-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,802

- **Estimated Expense Ratio:** 0.133% of plan assets

### 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|—|—|

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