Cox, Castle & Nicholson 401(k) match, vesting and fees
What Cox, Castle & Nicholson's 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 | One America Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Quigley & Miron (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Cox, Castle & Nicholson: employer contribution per participant | $19,666 | |
| Peer median | $2,521 |
| Cox, Castle & Nicholson: average balance | $1,092,888 | |
| Peer median | $75,833 |
| Cox, Castle & Nicholson: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.27% |
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 $220M at the end of plan year 2021 to $270M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 248 | $270M | $4.9M | $19,666 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 241 | $236M | $4.5M | $18,916 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 229 | $187M | $4.1M | $17,711 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 236 | $220M | $3.9M | $16,713 | 0.14% | Not published | Form 5500 ↗ |
Other Cox, Castle & Nicholson plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cox, Castle & Nicholson LLP Retirement Savings Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Cox Castle and Nicholson LLP Cash Balance Defined Benefit Plan
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Cox, Castle & Nicholson LLP Cash Balance Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Cox, Castle & Nicholson match 401(k) contributions?
The match terms for the Cox, Castle & Nicholson LLP Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.9M in employer contributions, about $19,666 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cox, Castle & Nicholson 401(k) match vested?
The vesting schedule for the Cox, Castle & Nicholson LLP Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cox, Castle & Nicholson 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is One America Retirement Services LLC. The plan administrator is Cox, Castle & Nicholson LLP.
I left Cox, Castle & Nicholson. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cox, Castle & Nicholson LLP, (310) 284-2180) or the recordkeeper, One America Retirement Services LLC. The Cox, Castle & Nicholson old 401(k) page lists the contacts from every plan filing. Find an old Cox, Castle & Nicholson 401(k)
Data from the public Form 5500 annual reports Cox, Castle & Nicholson 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 Cox, Castle & Nicholson. Not financial advice. Report a correction · Methodology