Plan Snapshot
- Plan Sponsor: J.B. Coxwell Contracting, INC.
- Sponsor EIN: 593666875
- Sponsor Address: 6741 LLOYD ROAD WEST, JACKSONVILLE, FL, 32254
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 291 | $17.8M | $805,080 | $1.1M |
| 2023 | 264 | $14.1M | $715,747 | $923,126 |
| 2022 | 256 | $10.9M | $670,514 | $843,954 |
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 |
|---|---|---|---|---|
| BERMAN HOPKINS WRIGHT & LAHAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERMAN HOPKINS WRIGHT & LAHAM 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 | $96,486 | $52,499 | $43,987 | — | — |
| 2023 | $73,817 | $39,578 | $34,239 | — | — |
| 2022 | $66,051 | $10,162 | $55,889 | — | — |