Plan Snapshot
- Plan Sponsor: Oxford Foods, INC.
- Sponsor EIN: 200253474
- Sponsor Address: PO BOX 1864, ATHENS, GA, 30603
- Plan Type: 401(k)
- Total Participants: 388
- Total Assets: $1.4M
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 | 388 | $1.4M | $253,722 | $356,345 |
| 2023 | 327 | $730,767 | $228,529 | $285,671 |
| 2022 | 455 | $142,265 | $53,398 | $75,431 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $19,928 | — | $19,928 |
| ERISA SERVICES | TPA | $5,250 | — | $5,250 |
| SMITH + HOWARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,178
- Estimated Expense Ratio: 1.842% 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 | $28,816 | — | $28,816 | — | — |
| 2023 | $12,435 | — | $12,435 | — | — |
| 2022 | $169 | $169 | — | — | — |