Bobby Cox Companies 401(k) match, vesting and fees
What Bobby Cox Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Bokf, NA | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 398 defined-contribution plans in management of companies and enterprises with 100 to 499 participants.
| Bobby Cox Companies: employer contribution per participant | $2,196 | |
| Peer median | $2,051 |
| Bobby Cox Companies: average balance | $79,444 | |
| Peer median | $71,053 |
| Bobby Cox Companies: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19M at the end of plan year 2021 to $23.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,122 | $23.3M | $643K | $2,196 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 2,095 | $20.7M | $551K | $1,962 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,645 | $16.6M | $508K | $2,074 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 1,622 | $19M | $469K | $1,810 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Bobby Cox Companies match 401(k) contributions?
The match terms for the Bobby Cox Companies, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $643K in employer contributions, about $2,196 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bobby Cox Companies 401(k) match vested?
The vesting schedule for the Bobby Cox Companies, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bobby Cox Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bokf, NA. The plan administrator is Bobby Cox Companies, Inc..
I left Bobby Cox Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bobby Cox Companies, Inc., (817) 377-6200) or the recordkeeper, Bokf, NA. The Bobby Cox Companies old 401(k) page lists the contacts from every plan filing. Find an old Bobby Cox Companies 401(k)
Data from the public Form 5500 annual reports Bobby Cox Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bobby Cox Companies. Not financial advice. Report a correction · Methodology