Plan Snapshot
- Plan Sponsor: Cox Operating, LLC
- Sponsor EIN: 710960939
- Sponsor Address: 700 LOUISIANA ST STE 4500, HOUSTON, TX, 770022744
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 189
- Total Assets: $13,491
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. |
|---|---|---|---|---|
| 2025 | 189 | $13,491 | $0 | $0 |
| 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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | Recordkeeper | $51,068 | — | $51,068 |
| LAW OFFICE OF MATTHEW J. BORROR | ERISA Attorney | $44,352 | — | $44,352 |
| STEWART ROBBINS BROWN ALTAZAN LLC | ERISA Attorney | $21,310 | — | $21,310 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $8,491 | — | $8,491 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,221
- Estimated Expense Ratio: 928.182% 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 |
|---|---|---|---|---|---|
| 2025 | $23,059,689 | $74,153 | — | — | — |
| 2024 | $164,094 | $102,384 | — | — | — |
| 2023 | $220,010 | $146,097 | — | $18,025 | — |
| 2022 | $329,124 | — | $329,124 | — | — |