# Cox & Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cox-company-inc-401k-plan

> Cox & Company, INC.'s 401(k) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — RETAINED BY EMPLOYER

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [GRASSI & CO., CPA](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — 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|—|—|

## Similar Plans

- [Frequency Electronics, INC.](https://planprovider.pro/companies/frequency-electronics-inc-401k-plan) — 229 participants

- [Tonoga , INC.](https://planprovider.pro/companies/tonoga-inc-401k-plan) — 240 participants

- [Prestolite Electric Incorporated](https://planprovider.pro/companies/prestolite-electric-incorporated-401k-plan) — 209 participants

- [Precision Valve & Automation, INC.](https://planprovider.pro/companies/precision-valve-automation-inc-401k-plan) — 200 participants

- [Prestolite Electric Incorporated](https://planprovider.pro/companies/prestolite-electric-incorporated-401k-plan-001-2032) — 195 participants

- [Altronix Corp.](https://planprovider.pro/companies/altronix-corp-plan) — 173 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cox-company-inc-401k-plan)

© 2026 PlanProvider.Pro