Oxford Foods, Inc.'s EIN is 20-0253474.
Download the official 2024 Form 5500 (PDF) for Oxford Foods, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oxford Foods, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES | — | KNOXVILLE, TN | TPA | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INS CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $1.3M | 92.1% | |
| Vanguard Target Ret 2050 Inv | Mutual Funds | — | — | $262K | 19.2% | |
| Vanguard Target Ret 2045 Inv | Mutual Funds | — | — | $257K | 18.8% | |
| Vanguard Target Ret 2055 Inv | Mutual Funds | — | — | $243K | 17.8% | |
| Vanguard Target Ret 2065 Inv | Mutual Funds | — | — | $193K | 14.1% | |
| Vanguard Target Ret 2060 Inv | Mutual Funds | — | — | $133K | 9.7% | |
| Vanguard Target Ret 2040 Inv | Mutual Funds | — | — | $53K | 3.9% | |
| Participants Notes receivable with variable maturities and - | Other securities | — | — | $43K | 3.2% | |
| Vanguard Target Ret 2035 Inv | Mutual Funds | — | — | $36K | 2.6% | |
| Vanguard Target Ret 2030 Inv | Mutual Funds | — | — | $27K | 2.0% | |
| JP Morgan US Equity | Other securities | — | — | $17K | 1.2% | |
| Vanguard Target Ret Inc Inv ** 465 Vanguard Value Index Adml ** 436 Vanguard Target Ret 2070 | Mutual Funds | — | — | $14K | 1.0% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $8K | 0.6% | |
| Vanguard Mid Cap Growth Index Admrl | Mutual Funds | — | — | $8K | 0.6% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $6K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS RPA | — | WEEHAWKEN, NJ | SERVICE PROVIDER | $4K | — |
