# Oxbo International Corporation 401(k) Plan
Source: https://planprovider.pro/companies/oxbo-international-corporation-401k-plan

> Oxbo International Corporation's 401(k) plan: 573 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oxbo International Corporation

- **Sponsor EIN:** 161559445

- **Sponsor Address:** 7275 BYRON ROAD, BYRON, NY, 14422

- **Plan Type:** 401(k)

- **Total Participants:** 573

- **Total Assets:** $108.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|573|$108.4M|$2.7M|$2.9M|

| 2023|473|$77.0M|$2.4M|$2.8M|

| 2022|424|$66.8M|$2.2M|$2.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$147,864|—|$147,864|

| LPL FINANCIAL|INVESTMENT ADVISOR|$50,000|—|$50,000|

| FREED MAXICK, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $197,864

- **Estimated Expense Ratio:** 0.183% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$197,864|$50,000|—|—|—|

| 2023|$180,076|$50,000|—|—|—|

| 2022|$172,571|$50,000|—|—|—|

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