What public Form 5500 filings show about the Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) plan — and how to find and check your own account.
Oxford Economics USA, Inc. and Tourism Economics, LLC (EIN 23-2620656) reports OXFORD ECONOMICS USA, INC. AND TOURISM ECONOMICS, LLC 401(K) PLAN on its most recent Form 5500, with $14.4M in plan assets across 130 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Oxford Economics USA, Inc. and Tourism Economics, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ATLANTIC PENSION SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA LIFE INSURANCE, WELLS FARGO ADVISORS, COMPASS ION ADVISORS, CAPITAL GROUP RETIREMENT PLAN SERVI.
