Plan Snapshot
- Plan Sponsor: Oxford Properties, LLC
- Sponsor EIN: 300020747
- Sponsor Address: 3200 WINDY HILL ROAD, SE, ATLANTA, GA, 30339
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 31
- Total Assets: $222,933
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31 | $222,933 | $743,605 | $291,627 |
| 2023 | 37 | $2,286 | $652,770 | $159,842 |
| 2022 | 38 | $75,179 | $543,134 | $211,152 |
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 |
|---|---|---|---|---|
| ARISTA CONSULTING, AN ALERA GROUP A | Investment Advisor | $29,190 | — | $29,190 |
| THE BENECON GROUP, LLC | Investment Advisor | $10,734 | — | $10,734 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $6,707 | — | $6,707 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARISTA CONSULTING, AN ALERA GROUP A — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,631
- Estimated Expense Ratio: 20.917% 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 | $799,225 | — | — | — | — |
| 2023 | $946,229 | — | — | — | — |
| 2022 | $732,053 | — | — | — | — |