Plan Ledger DOL Form 5500 · updated monthly

Coxwells, Inc. dba Coxreels401(k)

COXWELLS, INC 401(K) PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Coxwells, Inc. dba Coxreels reported $25,999 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $1,090 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 2 years on file its reported administrative ratio rose from 0.05% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Arizona (746th of 1,285), and 10,447th of 13,661 in manufacturing. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 116 to 157 since 2022.

Plan summary
Net assets, end of year$6,451,359
Participants with balances77
Active participants157
Employer contributions$171,193
Employee contributions$340,021
Employer contribution per active participant$1,090
Average account balance$83,784
Benefits paid to participants$514,775
Plan auditUnmodified (clean) audit opinion
AuditorWALLACE, PLESE & DREHER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 77 accts · $171K emplr
2023$5.5M · 70 accts · $149K emplr
2022$4.2M · 69 accts · $136K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,662
Investment management$16,132
Total administrative$25,999
The Coxwells, Inc. dba Coxreels 401(k) match · 2024
Employer contribution per active participant$1,090
Median for plans this size$1,313
2024$1,090 per active participant
2023$1,250 per active participant
2022$1,174 per active participant

Coxwells, Inc. dba Coxreels's 2024 employer contribution ran below 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 · 20242
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$15,008

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

Administrative cost history3
2024$25,999 · 0.43%
2023$3,704 · 0.08%
2022$3,092 · 0.05%
Same employer
Similar plansManufacturing · Arizona
Dansons USA Inc AZ$7.0M · 0.69%
Dansons USA, Inc. AZ$7.0M · 0.69%
United Metal Products AZ$6.6M · 0.18%
Innovative Health, LLC AZ$6.4M · 0.30%
Rauch North America, Inc. AZ$6.4M · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952224830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.