Plan Snapshot
- Plan Sponsor: Oxford Funds LLC
- Sponsor EIN: 320052735
- Sponsor Address: 8 SOUND SHORE DR, GREENWICH, CT, 068307259
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 25 | $4.8M | $0 | $299,740 |
| 2023 | 22 | $3.9M | $0 | $264,931 |
| 2022 | 20 | $3.5M | $0 | $315,388 |