# Oxford Global Resources, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oxford-global-resources-llc-401k-plan-001

> Oxford Global Resources, LLC's 401(k) plan: 589 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oxford Global Resources, LLC

- **Sponsor EIN:** 042838827

- **Sponsor Address:** 900 CUMMINGS CENTER SUITE 326T, BEVERLY, MA, 01915

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

- **Total Participants:** 589

- **Total Assets:** $55.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|589|$55.3M|$1.3M|$5.4M|

| 2023|603|$45.0M|$2.5M|$5.6M|

| 2022|730|$32.1M|$1.1M|$5.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$83,837|—|$83,837|

| HOLTHOUSE CARLIN VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOLTHOUSE CARLIN VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,837

- **Estimated Expense Ratio:** 0.151% 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|$83,837|—|—|—|—|

| 2023|$89,209|—|—|—|—|

| 2022|$78,100|—|—|—|—|

## Similar Plans

- [Aura Sub, LLC](https://planprovider.pro/companies/aura-sub-llc-401k-plan-001) — 429 participants

- [Lords And Ladys Enterprises In](https://planprovider.pro/companies/lords-and-ladys-enterprises-in-401k-plan) — 383 participants

- [Norton And Associates INC.](https://planprovider.pro/companies/norton-and-associates-inc-401k-plan) — 354 participants

- [Harrison Global, LLC](https://planprovider.pro/companies/harrison-global-llc-401k-plan) — 831 participants

- [Communication Technology Services, LLC](https://planprovider.pro/companies/communication-technology-services-llc-401k-plan) — 339 participants

- [The Davis Companies, INC.](https://planprovider.pro/companies/the-davis-companies-inc-401k-plan) — 290 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oxford-global-resources-llc-401k-plan-001)

© 2026 PlanProvider.Pro