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Original filing (PDF)20251015112210NAL0004699297001
COX CHEVROLET INCORPORATED
Form 5500
FILING_RECEIVED
COX CHEVROLET 401(K) PLAN
401(k) retirement plan
Active participants
157
Accounts w/ balance
189
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COX CHEVROLET INCORPORATED.
Plan sponsor
Name
COX CHEVROLET INCORPORATED
EIN
59-0862389
Address
2900 CORTEZ ROAD WEST · BRADENTON, FL · 34207
Phone
(941) 756-0621
Industry
Retail Tradesee 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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KERKERING BARBERIO & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KB PENSION SERVICES | 65-0721164 | BRADENTON, FL | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $141 | — |
Investments
28 direct securities · 1 pooled fund· $14.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.4M
28 holdings
Pooled Separate Account
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.0M | 95.2% | |
| T. Rowe Price Retirement 2035 SA M 125,241 | — | — | — | $1.4M | 18.4% | |
| MM S&P 500 Index R4 72,931 | — | — | — | $987K | 13.4% | |
| T. Rowe Price Retirement 2055 SA M 98,122 | — | — | — | $924K | 12.6% | |
| T. Rowe Price Retirement 2020 SA M 71,294 | — | — | — | $764K | 10.4% | |
| T. Rowe Price Retirement 2050 SA M 81,334 | — | — | — | $665K | 9.0% | |
| T. Rowe Price Retirement 2030 SA M 38,432 | — | — | — | $427K | 5.8% | |
| T. Rowe Price Retirement 2045 SA M 39,394 | — | — | — | $417K | 5.7% | |
| T. Rowe Price Retirement 2040 SA M 22,852 | — | — | — | $255K | 3.5% | |
| Guaranteed Portfolio Fund*** | — | — | — | $247K | 3.4% | |
| Empower International Index Inv 11,840 | — | — | — | $147K | 2.0% | |
| Virtus Ceredex Lg Cp Val EQ A 13,962 | — | — | — | $135K | 1.8% | |
| T. Rowe Price Retirement 2025 SA M 12,628 | — | — | — | $133K | 1.8% | |
| Victory Sycamore Est Value A 2,890 | — | — | — | $133K | 1.8% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $106K | 1.4% | |
| Empower S&P Small Cap 600 Index Inv 7,319 | — | — | — | $96K | 1.3% | |
| Invesco Global Opportunities A 1,707 | — | — | — | $80K | 1.1% | |
| Jpmorgan Mid Cap Growth A 1,939 | — | — | — | $76K | 1.0% | |
| Lord Abbett Value Opp R4 3,817 | — | — | — | $72K | 1.0% | |
| Invesco International Diversified A 3,778 | — | — | — | $57K | 0.8% | |
| Franklin Growth A 365 | — | — | — | $49K | 0.7% | |
| BlackRock Total Return A 4,461 | — | — | — | $43K | 0.6% | |
| Represents a fund managed by a party-in-interest. ** Costs have been omitted, as all investments are participant-directed. *** Includes $35,604 of non-participant directed, unallocated forfeitures for which historical cost approximates | — | — | — | $36K | 0.5% | |
| Invesco Core Bond A 6,218 | — | — | — | $35K | 0.5% | |
| T. Rowe Price Retirement Balanced SA M 3,513 | — | — | — | $35K | 0.5% | |
| Hartford Balance Income R4 32 ** 459 Franklin Core Plus Bond A 4,126 | — | — | — | $34K | 0.5% | |
| Brandywine Global Opps Bond A 4,069 | — | — | — | $33K | 0.5% | |
| Invesco Real Estate A 1,956 | — | — | — | $33K | 0.4% | |
| MM Russell 2000 Small Cap Ind R4 1,117 | — | — | — | $19K | 0.3% |
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