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Original filing (PDF)20250818071048NAL0001024385001
OXYGEN DEVELOPMENT LLC
Form 5500
FILING_RECEIVED
OXYGEN DEVELOPMENT RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Active participants
208
Accounts w/ balance
184
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OXYGEN DEVELOPMENT LLC.
Plan sponsor
Name
OXYGEN DEVELOPMENT LLC
EIN
01-0715094
Address
1525 SOUTH CONGRESS AVENUE · PALM SPRINGS, FL · 33406
Phone
(954) 480-2675
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
Investments
27 direct securities· $11.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth Fund | — | — | — | $1.7M | 15.3% | |
| Empower S&P 500 Index Institutional Class | — | — | — | $1.3M | 11.7% | |
| American Funds Europacific Growth R6 | — | — | — | $650K | 5.7% | |
| Empower S&P Mid Cap 400 Index | — | — | — | $573K | 5.0% | |
| Empower US Govt Securities Fund Institutional Class | — | — | — | $551K | 4.9% | |
| Invesco Global R6 | — | — | — | $550K | 4.8% | |
| Empower T. Rowe Price Mid Cap | — | — | — | $520K | 4.6% | |
| Empower International Value Institutional Class | — | — | — | $499K | 4.4% | |
| Empower Annuity Insurance * Key Guaranteed Portfolio Fund ** Company of America | — | — | — | $440K | 3.9% | |
| Columbia Dividend Income Fund Institutional 3 Class | — | — | — | $408K | 3.6% | |
| Blackrock Lifepath Dynamic 2045 K | — | — | — | $376K | 3.3% | |
| Blackrock Lifepath Dynamic Retirement K | — | — | — | $372K | 3.3% | |
| Blackrock Lifepath Dynamic 2050 K | — | — | — | $371K | 3.3% | |
| American Century Small Cap Value R6 | — | — | — | $341K | 3.0% | |
| Blackrock Lifepath Dynamic 2030 K | — | — | — | $339K | 3.0% | |
| Cohen & Steers Real Estate Securities | — | — | — | $300K | 2.6% | |
| Empower Multi-Sector Bond Institutional Class | — | — | — | $298K | 2.6% | |
| Pioneer Balaned ESG K | — | — | — | $258K | 2.3% | |
| Clearbridge Small Cap Growth Fund Clas IS | — | — | — | $243K | 2.1% | |
| Blackrock Lifepath Dynamic 2040 K | — | — | — | $206K | 1.8% | |
| Virtus Ceredex Mid Cap Value Equity R6 | — | — | — | $192K | 1.7% | |
| Blackrock Lifepath Dynamic 2035 K | — | — | — | $132K | 1.2% | |
| Blackrock Health Sciences Opportunities Portfolio Class K | — | — | — | $127K | 1.1% | |
| Empower Small Cap Value Institutional Class | — | — | — | $86K | 0.8% | |
| Blackrock Lifepath Dynamic 2055 K | — | — | — | $80K | 0.7% | |
| Blackrock Lifepath Dynamic 2060 K | — | — | — | $65K | 0.6% | |
| PIMCO Int Bond (USD-Hedged) Institutional Class | — | — | — | $35K | 0.3% |
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