Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W. J. COX ASSOCIATES, INC.
EIN 16-1125740Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$12.7M assets
Welfare
0
Participants
47
9600 MAIN ST STE 3 - CLARENCE, NY 140312048716-759-5105
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.7M assets / 47 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
W. J. COX ASSOCIATES 401(K) PLAN
401k
Assets$6.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
W.J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | W. J. COX ASSOCIATES 401(K) PLAN | 401k | $6.8M | 23 | 2025 | |
| 002 | W.J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.9M | 24 | 2024 |
Retirement plans