Oxford Management Group, Llc 401(k) Plan
Sponsored by Oxford Management Group, Llc · EIN 273225597 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 624
- With balances
- 795
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Alliance Advisory Group, Llc CRD 290329 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Preferred Pension Solutions, Llc | Accounting, Contract administrator, Recordkeeping | $31,945 |
| Troweprice Retirement Plan Serv Inc | Trustee (directed), Participant loan processing, Redemption fees | $18,188 |
| Wealth Alliance Advisory Group Llc | Investment advisory (participants), Investment advisory (plan) | $6,428 |