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Original filing (PDF)20251015140931NAL0009988130001
OXERRA AMERICAS, LLC
Form 5500
FILING_RECEIVED
CONSOLIDATED VENATOR US PENSION PLAN
Defined-benefit pension plan
Signals · 1
~41487 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$133K
Net assets (EOY)
$133K
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- 41487 bps in Schedule C fees — 26157% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OXERRA AMERICAS, LLC.
Plan sponsor
Name
OXERRA AMERICAS, LLC
EIN
06-0850804
Address
10001 WOODLOCH FOREST DRIVE · SUITE 600 · THE WOODLANDS, TX · 77380
Phone
(281) 465-6757
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $466K | — |
| BOUTWELL FAY LLP | — | IRVINE, CA | NONE | $57K | — |
| SEI INVESTMENTS COMPANY | 23-1707341 | — | NONE | $28K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.