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Original filing (PDF)20251010103925NAL0004152675001
COX ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
COX ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
42,495
Accounts w/ balance
60,459
Plan assets (EOY)
$8.1B
Net assets (EOY)
$8.1B
How this plan invests
This plan
26 pooled trusts
Schedule D
74 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COX ENTERPRISES, INC..
Plan sponsor
Name
COX ENTERPRISES, INC.
EIN
58-1035149
Address
6205-A PEACHTREE DUNWOODY RD · 15TH FLOOR · ATLANTA, GA · 30328
Phone
(678) 645-1065
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | 52-0556948 | — | NONE | $2.2M | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $1.9M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $1.3M | — |
Investments
11 direct securities · 26 pooled funds· $8.1B(99% 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
$6.3B
26 holdings
Uncategorized
$1.8B
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL TOTAL STK MKT IN VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $1.9B | 23.0% | |
| Separately Managed Accounts (see attached Portfolio Statement) T. Rowe Price U.S. Structured Research Equity Strategy | — | — | — | $1.1B | 13.0% | |
| VFTC TARGET RET 2035 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $540.6M | 6.6% | |
| VFTC TARGET RET 2040 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $521.7M | 6.4% | |
| VFTC TARGET RET 2045 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $487.7M | 6.0% | |
| VFTC TARGET RET 2030 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $438.2M | 5.4% | |
| VFTC TARGET RET 2050 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $389.4M | 4.8% | |
| Arrowstreet International Equity ACWI ex US; Class H | — | — | — | $347.6M | 4.3% | |
| VFTC TARGET RET 2055 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $278.8M | 3.4% | |
| VFTC TARGET RET 2025 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $276.5M | 3.4% | |
| Registered Investment Companies Dodge & Cox Income Fund Class X | — | — | — | $266.3M | 3.3% | |
| WTC-CIF II SMID CAP RESEARCH EQUITY WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 166 | Common Collective Trust | — | — | $239.1M | 2.9% | |
| VFTC INSTITUTIONAL TOTAL INTL STK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $228.4M | 2.8% | |
| IGT INVESCO SHRTTRM BOND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 215 | Common Collective Trust | — | — | $223.3M | 2.7% | |
| VFTC TARGET RET 2060 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $149.0M | 1.8% | |
| VFTC TARGET RET 2020 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $132.3M | 1.6% | |
| VFTC TARGET RET INC TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $115.5M | 1.4% | |
| VFTC INSTITUTIONAL TOTAL BOND MARKE VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $98.2M | 1.2% | |
| VFTC TARGET RET 2065 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $50.0M | 0.6% | |
| IGT JENNISON INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 218 | Common Collective Trust | — | — | $49.4M | 0.6% | |
| IGT INVESCO INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 212 | Common Collective Trust | — | — | $49.4M | 0.6% | |
| Nationwide Life Insurance GIC Wrap Contract #INV_COX_IP_0723: Insurance Contract IGT Invesco Short Term Bond Fund | — | — | — | $37.2M | 0.5% | |
| IGT LOOMIS SAYLES INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 217 | Common Collective Trust | — | — | $24.5M | 0.3% | |
| IGT PIMCO INT INVESCO TRUST COMPANY · EIN 61-1246990 / PN 207 | Common Collective Trust | — | — | $24.5M | 0.3% | |
| IGT LOOMIS SAYLES CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 224 | Common Collective Trust | — | — | $24.4M | 0.3% | |
| IGT INVESCO CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 225 | Common Collective Trust | — | — | $24.4M | 0.3% | |
| IGT PIMCO CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 219 | Common Collective Trust | — | — | $24.4M | 0.3% | |
| IGT DODGE & COX CORE INVESCO TRUST COMPANY · EIN 61-1246990 / PN 244 | Common Collective Trust | — | — | $24.3M | 0.3% | |
| Vanguard Cash & Cash Equivalents | — | — | — | $8.9M | 0.1% | |
| IGT Jennison Intermediate Fund | — | — | — | $8.2M | 0.1% | |
| IGT Invesco Intermediate Fund | — | — | — | $8.2M | 0.1% | |
| NORTHERN TRUST COLLECTIVE SHORT TER NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $7.6M | <0.1% | |
| VFTC TARGET RET 2070 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $7.5M | <0.1% | |
| IGT Loomis Sayles Intermediate Fund | — | — | — | $4.1M | <0.1% | |
| IGT PIMCO Intermediate Fund | — | — | — | $4.1M | <0.1% | |
| IGT Loomis Sayles Core Fixed Income Fund | — | — | — | $4.1M | <0.1% | |
| IGT Dodge & Cox Core Fixed Income Fund | — | — | — | $4.1M | <0.1% |