# Oxfam America, INC. DC Plan
Source: https://planprovider.pro/companies/oxfam-america-inc-plan-001

> Oxfam America, INC.'s DC plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oxfam America, INC.

- **Sponsor EIN:** 237069110

- **Sponsor Address:** 226 CAUSEWAY STREET 5TH FLOOR, BOSTON, MA, 02114

- **Plan Type:** DC

- **Total Participants:** 227

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|227|$19.5M|$1.2M|$0|

| 2023|230|$17.5M|$1.1M|$0|

| 2022|236|$15.3M|$1.1M|$0|

## 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|RECORDKEEPER|$53,736|—|$53,736|

| LION STREET ADVISOR LLC|CONSULTANT|$19,000|—|$19,000|

| CARON & BLETZER, PLLC|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) — RECORDKEEPER

- [LION STREET ADVISOR LLC](https://planprovider.pro/provider/lion-street) — CONSULTANT

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,736

- **Estimated Expense Ratio:** 0.372% 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|$72,736|$19,000|—|—|—|

| 2023|$62,986|$19,000|—|—|—|

| 2022|$64,980|$19,000|—|—|—|

## Similar Plans

- [Greater Lawrence Community Action Council INC. 403b Plan](https://planprovider.pro/companies/greater-lawrence-community-action-council-inc-403b-plan) — 311 participants

- [Elder Services Of Worcester Area](https://planprovider.pro/companies/elder-services-of-worcester-ar-plan) — 321 participants

- [Valley Opportunity Council, INC.](https://planprovider.pro/companies/valley-opportunity-council-in-401k-plan) — 361 participants

- [The Community Builders, INC.](https://planprovider.pro/companies/the-community-builders-inc-plan-001) — 534 participants

- [Pine Street Inn, INC.](https://planprovider.pro/companies/pine-street-inn-inc-403b-plan) — 605 participants

- [The Community Builders, INC.](https://planprovider.pro/companies/the-community-builders-inc-plan-002) — 661 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oxfam-america-inc-plan-001)

© 2026 PlanProvider.Pro