Original filing (PDF)20251009180252NAL0004151011001

Oxford Global Resources, LLC

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

Form 5500

FILING_RECEIVED

Oxford Consultant 401(k) Retirement Savings Plan

401(k) retirement plan · Oxford Global Resources, LLC's Oxford Consultant 401(k) Retirement Savings Plan held $19.4M in plan assets for 1,534 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Corrective distributions issued~82 bps in Sched C feesSelf-directed brokerage offered

Active participants

1,534

Accounts w/ balance

796

Plan assets (EOY)

$19.4M

Net assets (EOY)

$19.4M

How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (8th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OXFORD GLOBAL RESOURCES, LLC

EIN

04-2838827all 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2K · 401(m) arrangement

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$159K	—

Investments

24 direct securities · 1 pooled fund· $19.4M(100% 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

$12.5M

15 holdings

Common Collective Trusts

$4.8M

5 holdings

Other securities

$1.2M

2 holdings

Self-Directed Brokerage

$389K

1 holding

Stable Value

$269K

1 holding

Common Collective Trust

$269K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.6M	18.7%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$2.7M	14.1%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.1M	11.0%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	8.7%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	8.7%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	5.4%
T. Rowe Price Large-Cap Growth Fund Mutual Fund	Other securities	—	—	$1.0M	5.3%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$867K	4.5%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$638K	3.3%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$532K	2.7%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$407K	2.1%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$401K	2.1%
Fidelity Self-Directed Brokerage Accounts Various	Self-Directed Brokerage	—	—	$389K	2.0%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$283K	1.5%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$275K	1.4%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$270K	1.4%
Investments Goldman Sachs Stable Value Collective Trust Collective Trust	Stable Value	—	—	$269K	1.4%
GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$269K	1.4%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$247K	1.3%
Fidelity Freedom Index 2015 Fund Mutual Fund	Mutual Funds	—	—	$173K	0.9%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$158K	0.8%
Dodge & Cox Global Stock Fund Mutual Fund	Mutual Funds	—	—	$152K	0.8%
Baird Core Plus Bond Fund Mutual Fund	Other securities	—	—	$119K	0.6%
Fidelity Freedom Index Income Fund Mutual Fund 13 * Fidelity Freedom Index 2010 Fund Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
Fidelity Government Money Market Fund Money Market Mutual Fund	Mutual Funds	—	—	$11K	<0.1%