Plan Ledger DOL Form 5500 · updated monthly

S. B. Cox, Inc.Profit-sharing plan

S. B. COX, INC. PROFIT SHARING PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

S. B. Cox, Inc. reported $10,023 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,737 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 fell from 0.10% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Virginia (1,313th of 2,266), and 2,731st of 5,337 in construction. active participation has grown from 178 to 220 since 2022.

Plan summary
Net assets, end of year$12,567,630
Participants with balances224
Active participants220
Employer contributions$822,089
Employee contributions—
Employer contribution per active participant$3,737
Average account balance$56,105
Benefits paid to participants$601,580
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 224 accts · $822K emplr
2023$11.3M · 214 accts · $724K emplr
2022$10.0M · 204 accts · $715K emplr
Administrative expenses, itemized · 2024
Investment management$9,993
Total administrative$10,023
Employer contributions to the S. B. Cox, Inc. plan · 2024
Employer contribution per active participant$3,737
Median for plans this size$2,416
2024$3,737 per active participant
2023$3,894 per active participant
2022$4,016 per active participant

S. B. Cox, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241
SA STONE INVESTMENT ADVISORS, INC. · Custodial (securities) · Investment advisory (plan)$9,993

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$10,023 · 0.08%
2023$10,063 · 0.09%
2022$10,000 · 0.10%
Same employer
Similar plansConstruction · Virginia
Standard Calibrations, Inc. VA$13.3M · 0.36%
Design Electric, Inc. VA$13.1M · 0.00%
Hughes & Smith, Inc. VA$12.9M · 0.49%
The Matthews Group, Inc. VA$12.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540737268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.