Oxford Financial Group, Ltd. (EIN 35-1588335) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $49.1M in plan assets and 360 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Oxford Financial Group, Ltd. Profit Sharing Plan | 001 | 181 | $49.1M |
| Oxford Financial Group Welfare Benefit Plan | 503 | 179 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
35-1588335 is the Employer Identification Number (EIN) Oxford Financial Group, Ltd. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Indiana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
