Plan Snapshot
- Plan Sponsor: Cox & Company, INC.
- Sponsor EIN: 135618975
- Sponsor Address: 1664 OLD COUNTRY ROAD, PLAINVIEW, NY, 10803
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $36.6M
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 | 228 | $36.6M | $558,287 | $1.7M |
| 2023 | 230 | $32.1M | $549,098 | $1.7M |
| 2022 | 234 | $26.5M | $694,283 | $1.5M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | RETAINED BY EMPLOYER | $47,901 | — | $47,901 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | RETAINED BY EMPLOYER | $15,310 | — | $15,310 |
| GRASSI & CO., CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — RETAINED BY EMPLOYER
- JOHN HANCOCK RETIREMENT PLAN SERVIC — RETAINED BY EMPLOYER
- GRASSI & CO., CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,211
- Estimated Expense Ratio: 0.173% 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 | $63,211 | $50,353 | $12,858 | — | — |
| 2023 | $53,608 | $42,924 | $10,684 | — | — |
| 2022 | $55,284 | $44,110 | $11,174 | — | — |