# Oxford Instruments Holdings 2013, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oxford-instruments-holdings-2013-inc-401k-plan

> Oxford Instruments Holdings 2013, INC.'s 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 279

- **Total Assets:** $56.9M

## 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|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|

| CARON AND BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON AND BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$161,159|—|—|—|—|

| 2023|$143,368|$46,129|$10,000|—|—|

| 2022|$152,797|$101,396|$23,862|—|$13,239|

## Similar Plans

- [Ledvance LLC](https://planprovider.pro/companies/ledvance-llc-plan-007) — 310 participants

- [The O'Connell Companies, INC.](https://planprovider.pro/companies/the-o-connell-companies-inc-plan-027) — 232 participants

- [Carney Management Company, INC.](https://planprovider.pro/companies/carney-management-company-inc-401k-plan) — 329 participants

- [Brightsphere INC.](https://planprovider.pro/companies/brightsphere-inc-401k-plan) — 337 participants

- [Dens Facility Services INC](https://planprovider.pro/companies/dens-facility-services-inc-401k-plan) — 214 participants

- [General Catalyst Enterprises, In](https://planprovider.pro/companies/general-catalyst-enterprises-inc-401k-plan) — 199 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oxford-instruments-holdings-2013-inc-401k-plan)

© 2026 PlanProvider.Pro