AUMdb

Oxford Property Management 401(k) Plan

Sponsored by Oxford Property Management · EIN 383637324 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
97
With balances
125

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $29,091
Bank Of Ann Arbor Investment advisory (plan) $20,116