Plan Snapshot
- Plan Sponsor: Oxford Management Group, LLC
- Sponsor EIN: 273225597
- Sponsor Address: 245 N. WACO AVE., WICHITA, KS, 67202
- Plan Type: 401(k)
- Total Participants: 624
- Total Assets: $2.5M
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 | 624 | $2.5M | $127,415 | $512,295 |
| 2023 | 1,940 | $1.9M | $132,177 | $464,654 |
| 2022 | 641 | $1.4M | $43,400 | $372,140 |
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 |
|---|---|---|---|---|
| REGIER CARR & MONROE, LLP, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REGIER CARR & MONROE, LLP, CPAS — 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 | $64,673 | $6,428 | $57,745 | — | — |
| 2023 | $52,761 | — | — | — | — |
| 2022 | $36,082 | — | $36,082 | — | — |