Plan Snapshot
- Plan Sponsor: Oxford Property Management
- Sponsor EIN: 383637324
- Sponsor Address: 777 E. EISENHOWER PKWY, ANN ARBOR, MI, 48108
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $6.0M
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 | 97 | $6.0M | $112,359 | $654,175 |
| 2023 | 94 | $5.2M | $109,320 | $673,867 |
| 2022 | 87 | $3.8M | $71,600 | $536,252 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $49,207 | $20,116 | — | — | — |
| 2023 | $210,478 | — | $43,048 | — | — |
| 2022 | $225,194 | — | $41,751 | — | — |