John Trott signed Cox, Castle & Nicholson LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cox, Castle & Nicholson LLP's EIN is 95-2547124.
Download the official 2024 Form 5500 (PDF) for Cox, Castle & Nicholson LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cox, Castle & Nicholson LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH PIER FIDUCIARY MANAGEMENT LLC | 26-3521867 | — | NONE | $368K | — |
| ONE AMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $107K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $14K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $192.2M | 71.2% | |
| [Assets held in common stock] | Other | — | — | $45.5M | 16.9% | |
| [Assets held in interest-bearing cash] | Other | — | — | $20.3M | 7.5% | |
| [Assets held in common collective trust] | Other | — | — | $3.1M | 1.2% | |
| GALLIARD STABLE VALUE C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.1M | 1.2% | |
| [Assets held in participant loans] | Other | — | — | $544K | 0.2% |
