How big is Oxford Global Resources, LLC's plan?

Oxford Global Resources, LLC's plan reported $55.3M in assets and 589 participants for 2024.

Original filing (PDF)20251009175954NAL0016225314001

Oxford Global Resources, LLC

Name: Oxford Global Resources, LLC — Oxford Staff 401(k), Form 5500 (2024)
Creator: Oxford Global Resources, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Oxford Staff 401(k) Retirement Savings Plan

401(k) retirement plan · Oxford Global Resources, LLC's Oxford Staff 401(k) Retirement Savings Plan held $55.3M in plan assets for 589 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

589

Accounts w/ balance

678

Plan assets (EOY)

$55.3M

Net assets (EOY)

$55.3M

People on this filing

Carly Wainright signed Oxford Global Resources, LLC's 2024 Form 5500 as plan administrator.

Carly Wainright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oxford Global Resources, LLC's EIN is 04-2838827.

EIN 04-2838827

Plan number 001

Plan year 2024

ACK ID 20251009175954NAL0016225314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oxford Global Resources, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oxford Global Resources, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OXFORD GLOBAL RESOURCES, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

OXFORD GLOBAL RESOURCES, LLC

EIN

all filings

Address

900 CUMMINGS CENTER SUITE 326T · BEVERLY, MA · 01915

Phone

(866) 826-3323

Industry

Other Services (ex. Public Admin)

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$84K	—

Investments

25 direct securities · 1 pooled fund· $54.7M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$42.2M

16 holdings

Common Collective Trusts

$7.2M

5 holdings

Self-Directed Brokerage

$2.8M

1 holding

Other securities

$2.2M

2 holdings

Stable Value

$160K

1 holding

Common Collective Trust

$160K

1 holding

					% of plan
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$7.5M	13.5%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$7.4M	13.3%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$7.0M	12.7%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$4.6M	8.3%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.5M	8.2%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$4.4M	8.0%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$2.9M	5.2%
Fidelity Self-Directed Brokerage Accounts Various	Self-Directed Brokerage	—	—	$2.8M	5.1%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$2.4M	4.3%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$2.2M	3.9%
T. Rowe Price Large-Cap Growth Fund Mutual Fund	Other securities	—	—	$2.0M	3.6%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	2.9%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	2.5%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	1.9%
Dodge & Cox Global Stock Fund Mutual Fund	Mutual Funds	—	—	$816K	1.5%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$739K	1.3%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$496K	0.9%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$306K	0.6%
Baird Core Plus Bond Fund Mutual Fund	Other securities	—	—	$205K	0.4%
Investments Goldman Sachs Stable Value Collective Trust Collective Trust	Stable Value	—	—	$160K	0.3%
GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$160K	0.3%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$91K	0.2%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$67K	0.1%
Fidelity Freedom Index 2010 Fund Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
Fidelity Freedom Index 2015 Fund Mutual Fund	Mutual Funds	—	—	$19K	<0.1%
Fidelity Freedom Index 2070 Fund Mutual Fund 797 * Fidelity Government Money Market Fund Money Market Mutual Fund	Mutual Funds	—	—	$18K	<0.1%