Plan Ledger DOL Form 5500 · updated monthly

Cox Transfer, Inc.401(k)

COX TRANSFER, INC. 401K PLAN · EUREKA, IL · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Cox Transfer, Inc. reported $23,568 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,765 per active participant. 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.418%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (2,841st of 3,702), and 1,514th of 2,677 in transportation & warehousing. In 2024, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,941,963
Participants with balances104
Active participants86
Employer contributions$151,783
Employee contributions$419,017
Employer contribution per active participant$1,765
Average account balance$57,134
Benefits paid to participants$478,635
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 104 accts · $152K emplr
2023$5.3M · 106 accts · $172K emplr
2022$4.2M · 106 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,970
Investment management$19,598
Total administrative$23,568
The Cox Transfer, Inc. 401(k) match · 2024
Employer contribution per active participant$1,765
Median for plans this size$1,313
2024$1,765 per active participant
2023$2,051 per active participant
2022$1,863 per active participant

Cox Transfer, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MMA SECURITIES, LLC · Recordkeeping · Trustee$19,598
ADP, INC. · Loan processing · Recordkeeping$3,970
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, MMA SECURITIES, LLC
2023ADP, MMA SECURITIES, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,568 · 0.42%
2023$19,497 · 0.41%
2022$19,248 · 0.42%
Similar plansTransportation & Warehousing · Illinois
Avenue Logistics, LLC IL$7.0M · 0.60%
Nots Logistics, L.L.C. IL$6.2M · 1.81%
Compass Management, LLC IL$5.9M · 1.39%
Molo Solutions, LLC IL$5.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370958078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.