Cox & Company, Inc. 401(k) Savings Plan
Sponsored by Cox & Company, Inc. · EIN 135618975 · Plan #003
- Total assets
- $36.6M
- Net assets
- $36.6M
- Active participants
- 228
- With balances
- 300
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan) | $47,901 |
| John Hancock Retirement Plan Servic | Recordkeeping, Participant loan processing, Float revenue | $15,310 |