# Oxford Capital Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oxford-capital-group-llc-401k-plan

> Oxford Capital Group, LLC's 401(k) plan: 1,326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oxford Capital Group, LLC

- **Sponsor EIN:** 204187600

- **Sponsor Address:** 350 W HUBBARD ST SUITE 440, CHICAGO, IL, 60654

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

- **Total Participants:** 1,326

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|1,326|$15.5M|$885,442|$1.8M|

| 2023|995|$11.5M|$481,528|$976,706|

| 2022|802|$4.9M|$377,738|$798,141|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$71,902|—|$71,902|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$28,235|—|$28,235|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$10,261|—|$10,261|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $110,398

- **Estimated Expense Ratio:** 0.714% 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|$113,764|$38,496|—|—|—|

| 2023|$87,904|$26,102|—|—|—|

| 2022|$51,009|$16,855|$34,154|—|—|

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