Todd Prince signed S. B. Cox, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S. B. Cox, Inc.'s EIN is 54-0737268.
Download the official 2024 Form 5500 (PDF) for S. B. Cox, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S. B. Cox, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SA STONE INVESTMENT ADVISORS, INC. | 47-1578213 | BIRMINGHAM, AL | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 24,601 shares of Value Index Fund | Common Collective Trusts | — | $847K | $1.7M | 13.5% | |
| Vanguard 162,585 shares of Intermediate-Term Bond Index Admiral Fund | Mutual Funds | — | $1.9M | $1.7M | 13.4% | |
| Vanguard 5,439 shares of Growth Index Admiral Fund | Mutual Funds | — | $228K | $1.3M | 10.1% | |
| Vanguard 33,557 shares of Total International Stock Index Admiral Fund | Mutual Funds | — | $906K | $1.2M | 9.8% | |
| Vanguard 111,227 shares of Short-Term Bond Index Admiral Fund | Mutual Funds | — | $1.2M | $1.1M | 9.1% | |
| JP Morgan 26,047 shares of U. S. Large Cap Core Plus Fund | Other securities | — | $543K | $603K | 4.8% | |
| Black Rock 30,602 shares of Global Allocation Fund | Other securities | — | $583K | $600K | 4.8% | |
| Vanguard 1,696 shares of Mid Cap Index Admiral Fund | Mutual Funds | — | $234K | $600K | 4.8% | |
| Odyssey Funds 12,601 shares of Aggressive Growth Fund | Other securities | — | $536K | $589K | 4.7% | |
| Vanguard 4,965 shares of Small Cap Index Admiral Fund | Mutual Funds | — | $296K | $575K | 4.6% | |
| Black Rock 56,787 shares of Total Return Fund | Other securities | — | $661K | $559K | 4.5% | |
| Vanguard 4,266 shares of REIT Index Admiral Fund | Mutual Funds | — | $461K | $539K | 4.3% | |
| American Funds 3,596 shares of New World Fund | Mutual Funds | — | $230K | $318K | 2.5% | |
| iShares 9,320 shares of iShares International Equity Factor ETF | Other securities | — | $293K | $315K | 2.5% | |
| Federated Money Market Fund | Cash / Money Market | — | $16K | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
