Plan Snapshot
- Plan Sponsor: Cox Transfer, INC.
- Sponsor EIN: 370958078
- Sponsor Address: 1065 W CENTER, EUREKA, IL, 61530
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $5.9M
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 | 86 | $5.9M | $151,783 | $419,017 |
| 2023 | 84 | $5.3M | $172,314 | $435,633 |
| 2022 | 85 | $4.2M | $158,368 | $398,845 |
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 |
|---|---|---|---|---|
| MMA SECURITIES, LLC | INVESTMENT/FINANCIAL ADVI | $19,598 | — | $19,598 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES, LLC — INVESTMENT/FINANCIAL ADVI
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,598
- Estimated Expense Ratio: 0.330% 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 | $23,568 | $19,598 | — | — | — |
| 2023 | $19,497 | $16,519 | — | — | — |
| 2022 | $19,248 | — | — | — | — |