AUMdb

S. B. Cox, Inc. Profit Sharing Plan

Sponsored by S. B. Cox, Inc. · EIN 540737268 · Plan #001

Total assets
$12.6M
Net assets
$12.6M
Active participants
220
With balances
224

Plan year beginning 08/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sa Stone Investment Advisors, Inc. Custodial (securities), Float revenue, Investment advisory (plan) $9,993