Plan Snapshot
- Plan Sponsor: Coxwells, INC. Dba Coxreels
- Sponsor EIN: 952224830
- Sponsor Address: 5865 S ASH, TEMPE, AZ, 85283
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $6.5M
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 | 157 | $6.5M | $171,193 | $340,021 |
| 2023 | 119 | $5.5M | $148,729 | $277,133 |
| 2022 | 116 | $4.2M | $136,220 | $245,838 |
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 |
|---|---|---|---|---|
| WALLACE, PLESE & DREHER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALLACE, PLESE & DREHER, 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 | $25,999 | $16,132 | — | — | — |
| 2023 | $3,704 | $629 | — | — | — |
| 2022 | $3,092 | $107 | — | — | — |