# Oxford Financial Group, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/oxford-financial-group-ltd-351588335-503

> Oxford Financial Group, Ltd's 401(k) plan: 187 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Oxford Financial Group, Ltd

- **Sponsor EIN:** 351588335

- **Sponsor Address:** 11711 N MERIDIAN ST STE 600, CARMEL, IN, 460324548

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

- **Plan Number:** 503

- **Total Participants:** 187

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|187|$0|$0|$0|

| 2024|179|$0|$0|$0|

| 2023|178|$0|$0|$0|

| 2022|175|$0|$0|$0|

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