# Coxwells, INC. Dba Coxreels 401(k) Plan
Source: https://planprovider.pro/companies/coxwells-inc-dba-coxreels-401k-plan

> Coxwells, INC. Dba Coxreels's 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPFINANCIAL PARTNERS LLC|ADVISOR|$15,008|—|$15,008|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$9,867|—|$9,867|

| WALLACE, PLESE & DREHER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WALLACE, PLESE & DREHER, LLP](https://planprovider.pro/provider/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:** $24,875

- **Estimated Expense Ratio:** 0.386% 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|$25,999|$16,132|—|—|—|

| 2023|$3,704|$629|—|—|—|

| 2022|$3,092|$107|—|—|—|

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