# J.B. Coxwell Contracting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-b-coxwell-contracting-inc-401k-plan

> J.B. Coxwell Contracting, INC.'s 401(k) plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MAI CAPITAL MANAGEMENT LLC|RIA|$49,218|—|$49,218|

| 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](https://planprovider.pro/provider/berman-hopkins-cpas-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,218

- **Estimated Expense Ratio:** 0.276% 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|$96,486|$52,499|$43,987|—|—|

| 2023|$73,817|$39,578|$34,239|—|—|

| 2022|$66,051|$10,162|$55,889|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/j-b-coxwell-contracting-inc-401k-plan)

© 2026 PlanProvider.Pro