Plan Snapshot
- Plan Sponsor: Oxford Instruments Holdings 2013, INC.
- Sponsor EIN: 800906730
- Sponsor Address: 300 BAKER AVE., SUITE 150, CONCORD, MA, 01742
- Plan Type: 401(k)
- Plan Number: 012
- Total Participants: 505
- Total Assets: $63.8M
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. |
|---|---|---|---|---|
| 2025 | 505 | $63.8M | $0 | $0 |
| 2024 | 279 | $56.9M | $1.1M | $3.7M |
| 2023 | 319 | $53.1M | $1.0M | $3.1M |
| 2022 | 284 | $49.0M | $878,254 | $2.7M |
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 |
|---|---|---|---|---|
| OSAIC WELATH INC | Investment Advisor | $47,479 | — | $47,479 |
| EMPOWER ANNUITY INC CO OF AMERICA | Recordkeeper | $32,846 | — | $32,846 |
| THE ANGELL PENSION GROUP, INC. | Recordkeeper | $14,267 | — | $14,267 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,870 | — | $5,870 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,462
- Estimated Expense Ratio: 0.157% 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 |
|---|---|---|---|---|---|
| 2025 | $7,802,433 | — | — | — | — |
| 2024 | $161,159 | — | — | — | — |
| 2023 | $143,368 | $46,129 | $10,000 | — | — |
| 2022 | $152,797 | $101,396 | $23,862 | — | $13,239 |