Plan Snapshot
- Plan Sponsor: Cox Operating, LLC
- Sponsor EIN: 710960939
- Sponsor Address: 700 LOUISIANA ST STE 4500, HOUSTON, TX, 770022744
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $20.6M
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 | 0 | $20.6M | $532,510 | $796,624 |
| 2023 | 374 | $41.0M | $1.8M | $2.7M |
| 2022 | 448 | $36.0M | $1.9M | $3.0M |
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 |
|---|---|---|---|---|
| LAW OFFICE OF MATTHEW J. BORROR | Auditor | — | — | $0 |
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 | $164,094 | $102,384 | — | — | — |
| 2023 | $220,010 | $146,097 | — | $18,025 | — |
| 2022 | $329,124 | — | $329,124 | — | — |