Plan Ledger DOL Form 5500 · updated monthly

Cox's Smokers Outlet401(k)

COX'S 401(K) RETIREMENT SAVINGS PLAN · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
2.03%

Cox's Smokers Outlet reported $7,999 in plan administrative expenses for 2022: 2.03% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Kentucky (862nd of 871), and 5,084th of 5,215 in retail trade.

Plan summary
Net assets, end of year$390,178
Participants with balances41
Active participants134
Employer contributions—
Employee contributions$101,704
Employer contribution per active participant—
Average account balance$9,517
Benefits paid to participants$13,271
Plan auditUnmodified (clean) audit opinion
AuditorHARDING, SHYMANSKI & COMPANY, PSC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,779
Investment management$185
Professional / advisory$1,035
Total administrative$7,999
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,999 · 2.03%
Similar plansRetail Trade · Kentucky
United Propane Gas, Inc. KY$1.7M · 0.08%
Fat Face Inc. DE$400K · 7.60%
J P & a Holdings LLC TX$400K · 0.95%
Amnj Enterprises Inc WI$393K · 0.80%
Webbed Sphere, Inc. KY$390K · 1.10%
Autos Vega Inc. PR$388K · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611301985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.