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Original filing (PDF)20251121113246NAL0003762963001
H.F. COX, INC.
Form 5500
FILING_RECEIVED
H.F. COX, INC. VACATION BENEFITS PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
226
Accounts w/ balance
—
Plan assets (EOY)
$906K
Net assets (EOY)
$906K
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H.F. COX, INC..
Plan sponsor
Name
H.F. COX, INC.
EIN
95-2702458
Address
118 COX TRANSPORT WAY · BAKERSFIELD, CA · 93307
Phone
(661) 366-3236
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-11-21
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $879K(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lord Abbett Short Duration High Yield I Mutual Fund - $ | — | — | — | $179K | 19.7% | |
| BlackRock Strategic Income Opps Instl Mutual Fund - | — | — | — | $177K | 19.5% | |
| Lord Abbett Short Duration Income I Mutual Fund - | — | — | — | $176K | 19.5% | |
| Performance Trust Total Return Bd Inst Mutual Fund - | — | — | — | $175K | 19.3% | |
| AB Income Fund Advisor Class Mutual Fund - | — | — | — | $172K | 19.0% |
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