Plan Snapshot
- Plan Sponsor: Cox Manufacturing Co., INC.
- Sponsor EIN: 741357358
- Sponsor Address: 5500 NORTH LOOP 1604 EAST, SAN ANTONIO, TX, 782474690
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 176 | $9.0M | $212,252 | $637,527 |
| 2023 | 188 | $7.8M | $231,790 | $592,541 |
| 2022 | 171 | $6.3M | $212,421 | $543,490 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — 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 | $46,465 | $21,332 | $25,133 | — | — |
| 2023 | $43,153 | $17,594 | $25,559 | — | — |
| 2022 | $39,369 | $16,485 | $22,884 | — | — |