Cox Savings Incentive Plan
Sponsored by Lester E. Cox Medical Centers · EIN 440577118 · Plan #003
- Total assets
- $964M
- Net assets
- $964M
- Active participants
- 13,775
- With balances
- 11,018
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $495,770 |
| Pension Consultants | Consulting (general), Investment advisory (plan), Investment management | $248,536 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | Shareholder servicing fees, Sub-transfer agency fees, Soft dollars commissions | $0 |
| Metlife Life Insurance Company | Recordkeeping fees | $0 |