How big is Cox Operating, LLC's plan?

Cox Operating, LLC's plan reported $20.6M in assets for 2024.

Original filing (PDF)20250924151506NAL0008321616001

Cox Operating, LLC

Name: Cox Operating, LLC — Cox Operating, LLC 401(k) P/S, Form 5500 (2024)
Creator: Cox Operating, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cox Operating, LLC 401(k) P/S Plan

401(k) retirement plan · Cox Operating, LLC's Cox Operating, LLC 401(k) P/S Plan reported $20.6M in plan assets in 2024, with Empower as recordkeeper.

Signals · 3

No ERISA fidelity bond43% in single holding~80 bps in Sched C fees

Active participants

Accounts w/ balance

189

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

Plan identifiers

Cox Operating, LLC's EIN is 71-0960939.

EIN 71-0960939

Plan number 001

Plan year 2024

ACK ID 20250924151506NAL0008321616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cox Operating, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cox Operating, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COX OPERATING, LLC.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.
Total administrative cost in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

COX OPERATING, LLC

EIN

all filings

Address

700 LOUISIANA ST STE 4500 · HOUSTON, TX · 770022744

Phone

—

Industry

Mining, Quarrying, Oil & Gas

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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$62K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMARILLO NATIONAL BANK

Investments

28 direct securities · 1 pooled fund· $19.7M(95% 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.

Other securities

$14.9M

20 holdings

Mutual Funds

$3.1M

7 holdings

Common Collective Trusts

$1.6M

1 holding

Common Collective Trust

$32K

1 holding

					% of plan
BLACKROCK 60/40 TARGET ALLOCATION K MUTUAL FUND N/A	Other securities	—	—	$8.9M	43.1%
FIDELITY 500 INDEX MUTUAL FUND N/A	Common Collective Trusts	—	—	$1.6M	7.6%
NUVEEN LARGE CAP GROWTH INDEX R6 MUTUAL FUND N/A	Mutual Funds	—	—	$1.4M	7.0%
BLACKROCK LIFEPATH INDEX RETIREMENT K MUTUAL FUND N/A	Other securities	—	—	$942K	4.6%
BLACKROCK LIFEPATH INDEX 2040 K MUTUAL FUND N/A	Other securities	—	—	$866K	4.2%
BLACKROCK LIFEPATH INDEX 2045 K MUTUAL FUND N/A	Other securities	—	—	$715K	3.5%
BLACKROCK LIFEPATH INDEX 2050 K MUTUAL FUND N/A	Other securities	—	—	$551K	2.7%
INVESCO PREMIER US GOVERNMENT MONEY INST MUTUAL FUND N/A	Mutual Funds	—	—	$493K	2.4%
JPMORGAN GROWTH ADVANTAGE R6 MUTUAL FUND N/A	Other securities	—	—	$481K	2.3%
BLACKROCK 40/60 TARGET ALLOCATION K MUTUAL FUND N/A	Other securities	—	—	$462K	2.2%
FIDELITY MID CAP INDEX MUTUAL FUND N/A	Mutual Funds	—	—	$398K	1.9%
BLACKROCK LIFEPATH INDEX 2055 K MUTUAL FUND N/A	Other securities	—	—	$380K	1.8%
SCHWAB INTERNATIONAL INDEX MUTUAL FUND N/A	Mutual Funds	—	—	$369K	1.8%
BLACKROCK LIFEPATH INDEX 2035 K MUTUAL FUND N/A	Other securities	—	—	$313K	1.5%
BLACKROCK LIFEPATH INDEX 2030 K MUTUAL FUND N/A	Other securities	—	—	$278K	1.3%
BLACKROCK CORE BOND K MUTUAL FUND N/A	Other securities	—	—	$273K	1.3%
NUVEEN SMALL CAP BLEND INDEX R6 MUTUAL FUND N/A	Mutual Funds	—	—	$237K	1.2%
NUVEEN LARGE CAP VALUE INDEX R6 MUTUAL FUND N/A	Mutual Funds	—	—	$197K	1.0%
BLACKROCK LIFEPATH INDEX 2065 K MUTUAL FUND N/A 782 BLACKROCK LIFEPATH INDEX 2060 K MUTUAL FUND N/A	Other securities	—	—	$182K	0.9%
BLACKROCK 20/80 TARGET ALLOCATION K MUTUAL FUND N/A	Other securities	—	—	$158K	0.8%
T. ROWE PRICE U.S. TREASURY INTERM INDEX MUTUAL FUND N/A	Other securities	—	—	$143K	0.7%
GOLDMAN SACHS SM CAP VAL INSIGHTS INST! MUTUAL FUND N/A	Other securities	—	—	$130K	0.6%
FEDERATED HERMES INTERNATIONAL LEADER R6 MUTUAL FUND N/A	Other securities	—	—	$59K	0.3%
BLACKROCK HIGH YIELD BOND PORTFOLIO K MUTUAL FUND N/A	Other securities	—	—	$58K	0.3%
JPMORGAN U.S. VALUE R6 MUTUAL FUND N/A	Other securities	—	—	$36K	0.2%
EMPOWER SF BALANCED TRUST GWLA SECURE FOUNDATION II CIT · EIN 84-1455663 / PN 025	Common Collective Trust	—	—	$32K	0.2%
FEDERATED HERMES TOTAL RETURN BOND R6 MUTUAL FUND N/A	Other securities	—	—	$21K	0.1%
COLUMBIA SHORT TERM BOND ADV MUTUAL FUND N/A	Other securities	—	—	$3K	<0.1%
MFS GLOBAL OPPORTUNISTIC BOND R6 MUTUAL FUND N/A	Mutual Funds	—	—	$1K	<0.1%