# Oxford Funds LLC 401(k) Plan
Source: https://planprovider.pro/companies/oxford-funds-llc-plan

> Oxford Funds LLC's 401(k) plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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