# The Chancellor, Masters And Scholars Of The University Of Oxford 401(k) Plan
Source: https://planprovider.pro/companies/the-chancellor-masters-and-scholars-of-the-university-of-oxford-401k-plan

> The Chancellor, Masters And Scholars Of The University Of Oxford's 401(k) plan: 245 participants, plan year 2025 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** The Chancellor, Masters And Scholars Of The University Of Oxford

- **Sponsor EIN:** 986001062

- **Sponsor Address:** 198 MADISON AVENUE, NEW YORK, NY, 100164308

- **Plan Type:** 401(k)

- **Total Participants:** 245

- **Total Assets:** $29.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|245|$29.5M|$0|$0|

| 2024|289|$33.8M|$0|$0|

| 2023|314|$33.4M|$0|$0|

## 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|

| BONADIO & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-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|

| 2025|$53,299|—|—|—|—|

| 2024|$62,662|—|—|—|—|

| 2023|$90,684|$73,389|$17,295|—|—|

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