How big is Cox and Company LLC's plan?

Cox and Company LLC's plan reported $687K in assets and 31 participants for 2023.

Original filing (PDF)20241015154927NAL0016798067001

Cox and Company LLC

Name: Cox and Company LLC — Cox and Company LLC 401(k), Form 5500 (2023)
Creator: Cox and Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cox and Company LLC 401(k) Plan

401(k) retirement plan · Cox and Company LLC's Cox and Company LLC 401(k) Plan held $687K in plan assets for 31 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$687K

Net assets (EOY)

$687K

People on this filing

ANN Chabral signed Cox and Company LLC's 2023 Form 5500 as plan administrator.

ANN Chabral — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cox and Company LLC's EIN is 82-4390106.

EIN 82-4390106

Plan number 001

Plan year 2023

ACK ID 20241015154927NAL0016798067001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cox and Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cox and Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 AND COMPANY LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off