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: 1,534
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,534 | $19.4M | $1.1M | $5.4M |
| 2023 | 1,437 | $13.9M | $756,331 | $5.3M |
| 2022 | 1,562 | $8.5M | $304,030 | $5.5M |
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 | $159,263 | — | $159,263 |
| HOLTHOUSE CARLIN AND VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- 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: $159,263
- Estimated Expense Ratio: 0.822% 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 | $159,049 | — | — | — | — |
| 2023 | $63,407 | — | — | — | — |
| 2022 | $51,115 | — | — | — | — |