Plan Ledger DOL Form 5500 · updated monthly

Oxbo International Corporation401(k)

OXBO INTERNATIONAL RETIREMENT SAVINGS PLAN · BYRON, NY · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Oxbo International Corporation reported $197,864 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $4,782 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.24% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 744th-largest of 5,648 plans among New York employers on file, and the 1,791st of 13,661 in manufacturing. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 424 to 573 since 2022.

Plan summary
Net assets, end of year$108,402,141
Participants with balances862
Active participants573
Employer contributions$2,739,985
Employee contributions$2,920,574
Employer contribution per active participant$4,782
Average account balance$125,757
Benefits paid to participants$10,145,344
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$108.4M · 862 accts · $2.7M emplr
2023$77.0M · 598 accts · $2.4M emplr
2022$66.8M · 566 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,864
Investment management$50,000
Total administrative$197,864
The Oxbo International Corporation 401(k) match · 2024
Employer contribution per active participant$4,782
Median for plans this size$3,635
2024$4,782 per active participant
2023$5,073 per active participant
2022$5,126 per active participant

Oxbo International Corporation's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$147,864
LPL FINANCIAL · Investment advisory (plan) · Investment management$50,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$197,864 · 0.21%
2023$180,076 · 0.25%
2022$172,571 · 0.24%
Same employer
Similar plansManufacturing · New York
Roivant Sciences, Inc. NY$115.4M · 0.24%
Alvogen Group, Inc. NY$105.6M · 0.05%
Institutional Investor, LLC NY$104.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161559445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.