# Oxford Properties, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/oxford-properties-llc-300020747-501

> Oxford Properties, LLC's Health & Welfare plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alera-investment-advisors-llc) — 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|—|—|—|—|

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