Plan Ledger DOL Form 5500 · updated monthly

Oxford Property Management401(k)

OXFORD PROPERTY MANAGEMENT 401(K) PLAN · ANN ARBOR, MI · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Oxford Property Management reported $49,207 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,158 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Michigan (1,901st of 2,619), and 1,417th of 2,096 in real estate & leasing. In 2024, employees put in $5.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,970,030
Participants with balances125
Active participants97
Employer contributions$112,359
Employee contributions$654,175
Employer contribution per active participant$1,158
Average account balance$47,760
Benefits paid to participants$661,095
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,091
Investment management$20,116
Total administrative$49,207
The Oxford Property Management 401(k) match · 2024
Employer contribution per active participant$1,158
Median for plans this size$1,313

Oxford Property Management's 2024 employer contribution ran below the $1,313 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,091
BANK OF ANN ARBOR · Investment advisory (plan)$20,116

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$49,207 · 0.88%
Similar plansReal Estate & Leasing · Michigan
Eenhoorn LLC MI$7.0M · 1.00%
Advent Home Medical MI$6.1M · 0.99%
Olor, LLC MI$5.8M · 0.11%
Legacy, LLC MI$4.9M · 0.86%
Mrd Apartments, LLC MI$4.6M · 1.33%
City Club Apartments, LLC MI$4.4M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383637324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.