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Original filing (PDF)20251015085035NAL0004380017001
COX ENGINEERING COMPANY
Form 5500
FILING_RECEIVED
COX ENGINEERING COMPANY 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
126
Accounts w/ balance
162
Plan assets (EOY)
$29.0M
Net assets (EOY)
$29.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Putnam Large Cap Growth R6 Putnam 0" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COX ENGINEERING COMPANY.
Plan sponsor
Name
COX ENGINEERING COMPANY
EIN
04-2017923
Address
21 PACELLA PARK DR · RANDOLPH, MA · 02368
Phone
(339) 832-0135
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES | 04-1590850 | — | NONE | $22K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
Investments
27 direct securities · 3 pooled funds· $28.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$25.3M
27 holdings
Common Collective Trust
$3.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth R6 Putnam 0 | — | — | — | $7.9M | 27.3% | |
| MFS Moderate Allocation R4 MFS 0 | — | — | — | $2.2M | 7.5% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.0M | 7.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.9M | 6.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.7M | 5.9% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $1.2M | 4.3% | |
| Fidelity Advisor Strategic Income I Fidelity 0 | — | — | — | $1.1M | 3.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $901K | 3.1% | |
| INTERNATIONAL GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $879K | 3.0% | |
| Macquarie Small Cap Growth I Macquarie 0 | — | — | — | $795K | 2.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $716K | 2.5% | |
| American Funds Mod Growth and Inc R6 American Funds 0 | — | — | — | $689K | 2.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $641K | 2.2% | |
| MFS Aggressive Growth Allocation R4 MFS 0 | — | — | — | $621K | 2.1% | |
| MFS Growth Allocation R4 MFS 0 | — | — | — | $603K | 2.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $590K | 2.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $533K | 1.8% | |
| American Funds New World R6 American Funds 0 | — | — | — | $479K | 1.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $462K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $429K | 1.5% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $413K | 1.4% | |
| FEDERATED HERMES CAPITAL PRES IS FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $399K | 1.4% | |
| Calvert US Large Cap Core Resp Ind R6 Calvert 0 | — | — | — | $321K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $283K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $281K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $169K | 0.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $133K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 300 Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $100K | 0.3% | |
| MFS Conservative Allocation R4 MFS 0 | — | — | — | $67K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $62K | 0.2% |
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