# Cox Transfer, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cox-transfer-inc-401k-plan

> Cox Transfer, INC.'s 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT/FINANCIAL ADVI

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|—|—|

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