Kevin Rudolph signed Cox Transfer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cox Transfer, Inc.'s EIN is 37-0958078.
Download the official 2024 Form 5500 (PDF) for Cox Transfer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cox Transfer, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $1.1M | 18.5% | |
| TRPRICE DIVIDEND GROWTH | Registered Investment Companies | — | — | $852K | 14.3% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $439K | 7.4% | |
| MET GG SV 25554 - L WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $422K | 7.1% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $388K | 6.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $387K | 6.5% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $333K | 5.6% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $287K | 4.8% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $261K | 4.4% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $227K | 3.8% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $187K | 3.1% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $136K | 2.3% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $136K | 2.3% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $134K | 2.3% | |
| MACQUARIE MID CAP GROWTH INST | Registered Investment Companies | — | — | $100K | 1.7% | |
| NEU LARGE CAP VALUE FUND INST | Registered Investment Companies | — | — | $100K | 1.7% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $94K | 1.6% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $80K | 1.3% | |
| MFS GLOBAL GROWTH FUND - R6 | Registered Investment Companies | — | — | $66K | 1.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $37K | 0.6% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $12K | 0.2% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $12K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $20K |
| — |
