Plan Ledger DOL Form 5500 · updated monthly

Oxford Economics USA, Inc. and Tourism Economics, LLC401(k)

OXFORD ECONOMICS USA, INC. AND TOURISM ECONOMICS, LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Oxford Economics USA, Inc. and Tourism Economics, LLC reported $7,826 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,563 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,035th of 5,648), and 6,731st of 11,654 in professional & technical services. In 2024, the employer put in $2.77 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$14,370,170
Participants with balances155
Active participants130
Employer contributions$1,503,231
Employee contributions$541,735
Employer contribution per active participant$11,563
Average account balance$92,711
Benefits paid to participants$880,333
Plan auditUnmodified (clean) audit opinion
AuditorLH FRISHKOFF & COMPANY LLP
The Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) match · 2024
Employer contribution per active participant$11,563
Median for plans this size$2,416

Oxford Economics USA, Inc. and Tourism Economics, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20246
ATLANTIC PENSION SERVICES, INC. · Recordkeeping · Loan processing$1,700
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$1,492
COMPASS ION ADVISORS LLC · Investment advisory (plan)$37,351
CAPITAL GROUP RETIREMENT PLAN SERVI$1,955
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$1,929
ATLANTIC PENSION SERVICES, INC. · Contract administrator$950

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

Administrative cost history1
2024$7,826 · 0.06%
Similar plansProfessional & Technical Services · New York
Mparticle Inc. NY$14.7M · 0.01%
Mitchell & Titus, LLP NY$14.6M · 0.01%
Gympass US, LLC NY$14.5M · 0.04%
Mace North America, LTD NY$14.2M · 0.35%
Catchpoint System, Inc. NY$14.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232620656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.