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Original filing (PDF)20251009145439NAL0006760097001
COX MACHINE, INC.
Form 5500
FILING_RECEIVED
COX MACHINE, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 2
97% in single holdingNo recordkeeper disclosed
Active participants
213
Accounts w/ balance
302
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MANAGED ALLOCATION PORTFOLIO POOLED INVESTMENT TRUST (extraction pending)]" is 97% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COX MACHINE, INC..
Plan sponsor
Name
COX MACHINE, INC.
EIN
48-0928813
Address
5338 WEST 21ST STREET N SUITE 100 · WICHITA, KS · 672051789
Phone
(316) 440-0221
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
2025-10-09
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KOCH SIEDHOFF HAND & DUNN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | TULSA, OK | TRUSTEE | $33K | — |
Investments
13 direct securities · 2 pooled funds· $15.2M(100% 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.
Common Collective Trust
$7.6M
2 holdings
Uncategorized
$7.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: MANAGED ALLOCATION PORTFOLIO POOLED INVESTMENT TRUST (extraction pending)] | — | — | — | $7.4M | 81.4% | |
| BOKF, NA MAP POOLED INVESTMENT TRUST · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $7.4M | 81.4% | |
| UNION BOND & TRUST CO. MORLEY STABLE VALUE I FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $218K | 2.4% | |
| MORLEY INCOME FUND III | — | — | — | $59K | 0.6% | |
| MORLEY INCOME FUND I | — | — | — | $34K | 0.4% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $30K | 0.3% | |
| MORLEY INCOME FUND IV | — | — | — | $19K | 0.2% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $18K | 0.2% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $16K | 0.2% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $16K | 0.2% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $8K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $7K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $6K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $4K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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