Plan Ledger DOL Form 5500 · updated monthly

Oxford Management Group, LLC 401(K) Plan401(k)

OXFORD MANAGEMENT GROUP, LLC 401(K) PLAN · WICHITA, KS · plan year 2024

Reported admin expense ratio · 2024
2.90%

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

Oxford Management Group, LLC 401(K) Plan reported $64,673 in plan administrative expenses for 2024: 2.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $204 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 rose from 2.44% to 2.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kansas (737th of 828), and 9,630th of 11,911 in health care & social assistance. In 2024, employees put in $4.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,516,106
Participants with balances795
Active participants624
Employer contributions$127,415
Employee contributions$512,295
Employer contribution per active participant$204
Average account balance$3,165
Benefits paid to participants$264,630
Plan auditUnmodified (clean) audit opinion
AuditorREGIER CARR & MONROE, LLP, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 795 accts · $127K emplr
2023$1.9M · 614 accts · $132K emplr
2022$1.4M · 567 accts · $43K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,745
Investment management$6,428
Total administrative$64,673
The Oxford Management Group, LLC 401(K) Plan 401(k) match · 2024
Employer contribution per active participant$204
Median for plans this size$1,313
2024$204 per active participant
2023$68 per active participant
2022$68 per active participant

Oxford Management Group, LLC 401(K) Plan's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20243
PREFERRED PENSION SOLUTIONS, LLC · Accounting / audit · Contract administrator$31,945
TROWEPRICE RETIREMENT PLAN SERV INC · Trustee (directed) · Loan processing$18,188
WEALTH ALLIANCE ADVISORY GROUP LLC · Investment advisory (participants) · Investment advisory (plan)$6,428

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

Recordkeeper by year2
2024PREFERRED PENSION SOLUTIONS, LLC
2023PREFERRED PENSION SOLUTIONS, LLC, TAG RESOURCES, LLC, Transamerica

This plan has changed recordkeepers within these filings. If you left Oxford Management Group, LLC 401(K) Plan before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$64,673 · 2.90%
2023$52,761 · 3.12%
2022$36,082 · 2.44%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Goodlife Innovations KS$2.8M · 0.33%
Mirror, Inc. KS$2.4M · 1.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 273225597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.