· 2022–2024 · DOL EFAST2

W. J. Cox Associates, Inc. — W. J. Cox Associates, Form 5500 (2025)

Original filing (PDF)20260423092019NAL0009764482001

W. J. Cox Associates, Inc.

Form 5500-SF

FILING_RECEIVED

W. J. Cox Associates 401(k) Plan

401(k) retirement plan · W. J. Cox Associates, Inc.'s W. J. Cox Associates 401(k) Plan held $6.8M in plan assets for 19 participants in 2025.

Active participants

19

Accounts w/ balance

20

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W. J. COX ASSOCIATES, INC..

Plan sponsor

Name

W. J. COX ASSOCIATES, INC.

EIN

16-1125740all filings

Address

9600 MAIN ST STE 3 · CLARENCE, NY · 140312048

Phone

(716) 759-5105

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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