Original filing (PDF)20250804082623NAL0000852129001

COX FINANCIAL GROUP, INC. DBA COX & COOK WEALTH ADVISORS

Name: COX FINANCIAL GROUP, INC. DBA COX & COOK WEALTH ADVISORS — COX & COOK WEALTH ADVISORS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: COX FINANCIAL GROUP, INC. DBA COX & COOK WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

COX & COOK WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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

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 COX FINANCIAL GROUP, INC. DBA COX & COOK WEALTH ADVISORS.

Plan sponsor

Name

COX FINANCIAL GROUP, INC. DBA COX & COOK WEALTH ADVISORS

EIN

20-0544634all filings

Address

53 N HIGH ST · STE A1 · DUBLIN, OH · 43017

Phone

(614) 764-2366

Industry

Finance & Insurancesee all

Plan administrator