How big is Cox & Young Ventures LLC's plan?

Cox & Young Ventures LLC's plan reported $771K in assets and 39 participants for 2024.

Original filing (PDF)20250610075131NAL0024331488001

Cox & Young Ventures LLC

Name: Cox & Young Ventures LLC — Cox & Young Ventures LLC, Form 5500 (2024)
Creator: Cox & Young Ventures LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cox & Young Ventures LLC 401(k) Plan.

401(k) retirement plan · Cox & Young Ventures LLC's Cox & Young Ventures LLC 401(k) Plan. held $771K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$771K

Net assets (EOY)

$771K

People on this filing

Shirley Horner signed Cox & Young Ventures LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cox & Young Ventures LLC's EIN is 20-8561411.

EIN 20-8561411

Plan number 001

Plan year 2024

ACK ID 20250610075131NAL0024331488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cox & Young Ventures LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cox & Young Ventures LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COX & YOUNG VENTURES LLC.

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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

Knocking points off