OXFORD FINANCIAL GROUP, LTD. 401(k) Plan
What public Form 5500 filings show about the OXFORD FINANCIAL GROUP, LTD. 401(k) plan — and how to find and check your own account.
The OXFORD FINANCIAL GROUP, LTD. 401(k) on its latest Form 5500
OXFORD FINANCIAL GROUP, LTD. (EIN 35-1588335) reports OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN on its most recent Form 5500, with $49.1M in plan assets across 181 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 FINANCIAL GROUP, LTD. filing — schedules, fees, and providers.
Who runs the OXFORD FINANCIAL GROUP, LTD. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OXFORD FINANCIAL GROUP, LTD. 401(k).
How to check your OXFORD FINANCIAL GROUP, LTD. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask OXFORD FINANCIAL GROUP, LTD. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).