Plan Snapshot
- Plan Sponsor: Cox Enterprises, INC.
- Sponsor EIN: 581035149
- Sponsor Address: 6205-A PEACHTREE DUNWOODY RD, ATLANTA, GA, 30328
- Plan Type: DB
- Total Participants: 20,043
- Total Assets: $7.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 20,043 | $7.1B | $70.8M | $0 |
| 2023 | 22,497 | $7.4B | $75.0M | $0 |
| 2022 | 24,008 | $7.1B | $49.2M | $0 |
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 |
|---|---|---|---|---|
| WELLINGTON TRUST COMPANY, NA | Other Service Provider | $744,634 | $4,036,260 | $4,780,894 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | Other Service Provider | $4,596,184 | — | $4,596,184 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $2,199,527 | — | $2,199,527 |
| ACADIAN ASSET MANAGEMENT, LLC | Other Service Provider | $1,960,493 | — | $1,960,493 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $1,825,940 | — | $1,825,940 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $1,271,264 | — | $1,271,264 |
| ALLSPRING GLOBAL INVESTMENTS HOLDIN | Other Service Provider | $1,072,899 | — | $1,072,899 |
| WELLS CAPITAL MANAGEMENT | Other Service Provider | $1,072,899 | — | $1,072,899 |
| BAILLIE GIFFORD OVERSEAS LTD | Other Service Provider | $999,276 | — | $999,276 |
| DODGE & COX | Other Service Provider | $725,831 | — | $725,831 |
| MERCER INVESTMENTS LLC | Other Service Provider | $706,000 | — | $706,000 |
| JPMORGAN CHASE BANK, NATIONAL ASSOC | Recordkeeper | $703,648 | — | $703,648 |
| INVESCO ADVISORS, INC | Other Service Provider | $624,685 | — | $624,685 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $401,324 | — | $401,324 |
| WELLSPRING CAPITAL MANAGEMENT LLC | Other Service Provider | $143,823 | — | $143,823 |
| ATLANTA CAPITAL MGMT LLC | Other Service Provider | $124,656 | — | $124,656 |
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $123,374 | — | $123,374 |
| BNY MELLON | Other Service Provider | $115,031 | — | $115,031 |
| SWEETWATER INVESTMENT MANAGEMENT LL | Other Service Provider | — | $102,121 | $102,121 |
| BDT CAPITAL PARTNERS, LLC | Other Service Provider | $11,859 | $68,454 | $80,313 |
| BAY HILLS CAPITAL MANAGEMENT, LLC | Other Service Provider | $75,000 | — | $75,000 |
| CITCO (CANADA) INC. | Other Service Provider | — | $74,569 | $74,569 |
| TRUST COMPANY OF THE WEST | Other Service Provider | — | $13,895 | $13,895 |
| ABEL NOSE LLC | Other Service Provider | $5,248 | — | $5,248 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, NATIONAL ASSOC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,798,894
- Estimated Expense Ratio: 0.334% 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 | $64,801,308 | $17,338,419 | $443,879 | — | — |
| 2023 | $69,295,551 | $22,436,142 | $3,034,622 | — | — |
| 2022 | $66,452,050 | $28,089,633 | — | — | — |