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Original filing (PDF)20251015165056NAL0002662195001
CIOX HEALTH, LLC
Form 5500
FILING_RECEIVED
CIOX HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
8,445
Accounts w/ balance
9,605
Plan assets (EOY)
$119.5M
Net assets (EOY)
$119.5M
How this plan invests
This plan
17 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 747% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIOX HEALTH, LLC.
Plan sponsor
Name
CIOX HEALTH, LLC
EIN
58-2659941
Address
2222 W DUNLAP AVE SUITE 300 · PHOENIX, AZ · 85021
Phone
(800) 778-6000
Industry
Information / Tech / Mediasee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $948K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURCIO WEBB, LLC | — | OAKLAND, CA | INVESTMENT ADVISOR | $42K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENNETT THRASHER LLP | — | ATLANTA, GA | AUDITOR | $22K | — |
Investments
12 direct securities · 17 pooled funds· $120.9M(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
$72.7M
17 holdings
Uncategorized
$48.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index 71,254 # | — | — | — | $14.5M | 12.2% | |
| NUVEEN LIFECYCLE INDEX 2045 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $13.2M | 11.1% | |
| NUVEEN LIFECYCLE INDEX 2040 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $12.5M | 10.5% | |
| NUVEEN LIFECYCLE INDEX 2050 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $12.0M | 10.1% | |
| NUVEEN LIFECYCLE INDEX 2055 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $9.0M | 7.6% | |
| Vanguard Total Bond Market Index Admiral 717,653 # | — | — | — | $6.8M | 5.7% | |
| NUVEEN LIFECYCLE INDEX 2060 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6.2M | 5.2% | |
| Fidelity Mid Cap Index 180,553 # | — | — | — | $6.1M | 5.1% | |
| Vanguard Total Intl Stock Index Admiral 178,886 # | — | — | — | $5.7M | 4.7% | |
| Nuveen Lifecycle Index 2060 J 458,540 # | — | — | — | $5.0M | 4.2% | |
| ALLSPRING CORE PLUS BOND CIT D1 SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.2% | |
| Vanguard Equity-Income Adm 51,232 # | — | — | — | $4.5M | 3.8% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.0% | |
| NUVEEN LIFECYCLE INDEX 2035 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.4M | 2.8% | |
| Stable Value Fund Fee Class R1 230,467 # | — | — | — | $2.6M | 2.2% | |
| NUVEEN LIFECYCLE INDEX 2030 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.2M | 1.9% | |
| NUVEEN LIFECYCLE INDEX 2025 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.9M | 1.6% | |
| NUVEEN LIFECYCLE INDEX 2065 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| MFS Intl Diversification R6 57,906 # | — | — | — | $1.3M | 1.1% | |
| Massmutual Small Cap Groth Equity R6 58,034 # | — | — | — | $908K | 0.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $824K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2020 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $823K | 0.7% | |
| DFA US Targeted Value I 22,877 # | — | — | — | $786K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2015 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $345K | 0.3% | |
| Pimco Income Instl 1,604 # | — | — | — | $17K | <0.1% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $10K | <0.1% | |
| American Funds American Balanced R6 150 # | — | — | — | $5K | <0.1% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $64 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11 | <0.1% |