# Oxford Global Resources, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oxford-global-resources-llc-401k-plan-002

> Oxford Global Resources, LLC's 401(k) plan: 1,534 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOLTHOUSE CARLIN AND 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:** $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|—|—|—|—|

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