# H.F. Cox, INC. Cox Petroleum Transport 401(k) Plan
Source: https://planprovider.pro/companies/h-f-cox-inc-cox-petroleum-transport-401k-plan

> H.F. Cox, INC. Cox Petroleum Transport's 401(k) plan: 210 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. Cox Petroleum Transport

- **Sponsor EIN:** 952702458

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

- **Plan Type:** 401(k)

- **Total Participants:** 210

- **Total Assets:** $11.5M

## 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|210|$11.5M|$319,117|$1.3M|

| 2023|266|$10.1M|$333,799|$1.3M|

| 2022|265|$7.8M|$176,013|$1.2M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$55,609|—|$55,609|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,609

- **Estimated Expense Ratio:** 0.485% 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|$55,609|—|$55,609|—|—|

| 2023|$48,796|—|$48,796|—|—|

| 2022|$46,136|—|$46,136|—|—|

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