Plan Snapshot
- Plan Sponsor: Oxford House INC.
- Sponsor EIN: 521582231
- Sponsor Address: 1010 WAYNE AVE STE 300, SILVER SPRING, MD, 209105657
- Plan Type: 401(k)
- Total Participants: 294
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 294 | $2.2M | $174,956 | $369,731 |
| 2023 | 247 | $1.5M | $112,158 | $247,932 |
| 2022 | 219 | $1.1M | $84,946 | $193,793 |
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 |
|---|---|---|---|---|
| 401GO INC. | Other Service Provider | $6,118 | — | $6,118 |
| WELLSCOLEMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 401GO INC. — Other Service Provider
- WELLSCOLEMAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,118
- Estimated Expense Ratio: 0.282% 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 | $6,118 | — | $6,118 | — | — |
| 2023 | $6,671 | — | $6,671 | — | — |
| 2022 | $861 | — | $861 | — | — |