Plan Ledger DOL Form 5500 · updated monthly

Oxford Global Resources, LLC401(k)

OXFORD STAFF 401(K) RETIREMENT SAVINGS PLAN · BEVERLY, MA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Oxford Global Resources, LLC reported $83,837 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $2,265 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 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 657th-largest of 2,726 plans among Massachusetts employers on file, and the 391st of 3,341 in other services. In 2024, employees put in $4.04 for every $1.00 the employer contributed; active participation has shrunk from 730 to 589 since 2022.

Plan summary
Net assets, end of year$55,341,545
Participants with balances678
Active participants589
Employer contributions$1,333,833
Employee contributions$5,390,839
Employer contribution per active participant$2,265
Average account balance$81,625
Benefits paid to participants$3,076,005
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN VAN TRIGT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$55.3M · 678 accts · $1.3M emplr
2023$45.0M · 669 accts · $2.5M emplr
2022$32.1M · 662 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,837
Total administrative$83,837
The Oxford Global Resources, LLC 401(k) match · 2024
Employer contribution per active participant$2,265
Median for plans this size$3,635
2024$2,265 per active participant
2023$4,179 per active participant
2022$1,488 per active participant

Oxford Global Resources, LLC's 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$83,837

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

Administrative cost history3
2024$83,837 · 0.17%
2023$89,209 · 0.23%
2022$78,100 · 0.24%
All plans at this employer2
OXFORD STAFF 401(K) RETIREMENT SAVINGS PLAN401(k)
OXFORD CONSULTANT 401(K) RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansOther Services · Massachusetts
City Year, Inc. MA$82.1M · 0.17%
Justice Resource Institute MA$65.1M · 0.19%
Henley Enterprises, Inc. MA$53.8M · 0.41%
Aura Sub, LLC MA$48.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042838827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.