# H.F. Cox, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/h-f-cox-inc-952702458-501

> H.F. Cox, INC.'s Health & Welfare plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.F. Cox, INC.

- **Sponsor EIN:** 952702458

- **Sponsor Address:** 118 COX TRANSPORT WAY, BAKERSFIELD, CA, 93307

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 226

- **Total Assets:** $906,324

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|226|$906,324|$896,914|$0|

| 2023|280|$856,858|$1.0M|$0|

| 2022|288|$823,850|$1.0M|$0|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## 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|$1,517|$1,517|—|—|—|

| 2023|$1,507|$1,507|—|—|—|

| 2022|$299|—|—|—|—|

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