Kathleen Lamarca signed Oxford Development Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oxford Development Company's EIN is 25-1437289.
Download the official 2023 Form 5500 (PDF) for Oxford Development Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Oxford Development Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institution Fund Mutual Fund | Common Collective Trusts | — | — | $5.4M | 16.8% | |
| T. ROWE PRICE STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.9M | 15.4% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | Other securities | — | — | $4.3M | 13.3% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $2.4M | 7.5% | |
| American Funds 2030 Target Date Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 6.9% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 4.3% | |
| MFS Value Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 4.0% | |
| American Funds 2040 Target Date Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 3.1% | |
| Allspring Mid Cap Value Fund Mutual Fund | Other securities | — | — | $940K | 2.9% | |
| JPMorgan Equity Income Fund Mutual Fund | Other securities | — | — | $870K | 2.7% | |
| Allspring Core Bond Fund Mutual Fund | Other securities | — | — | $762K | 2.4% | |
| b-Identity of Issue c-Description of d-Cost e-Current Value Investment Vanguard Total Bond Fund Mutual Fund | Mutual Funds | — | — | $759K | 2.4% | |
| American Century Small Cap Growth Fund Mutual Fund | Other securities | — | — | $643K | 2.0% | |
| American Funds 2050 Target Date Fund Mutual Fund | Mutual Funds | — | — | $587K | 1.8% | |
| MFS International Growth Fund Mutual Fund | Mutual Funds | — | — | $535K | 1.7% | |
| American Century Small Cap Value Fund Mutual Fund | Other securities | — | — | $476K | 1.5% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $468K | 1.5% | |
| JPMorgan Emerging Markets Fund Mutual Fund | Other securities | — | — | $436K | 1.4% | |
| Vanguard Inflation Protect Fund Mutual Fund | Mutual Funds | — | — | $375K | 1.2% | |
| American Funds 2025 Target Date Fund Mutual Fund | Mutual Funds | — | — | $346K | 1.1% | |
| American Funds 2015 Target Date Fund Mutual Fund ** 546 American Funds 2020 Target Date Fund Mutual Fund | Mutual Funds | — | — | $237K | 0.7% | |
| Vanguard Short Term Investment Grade Bond Fund Mutual Fund | Mutual Funds | — | — | $189K | 0.6% | |
| American Funds 2035 Target Date Fund Mutual Fund | Mutual Funds | — | — | $158K | 0.5% | |
| American Funds 2055 Target Date Fund Mutual Fund | Mutual Funds | — | — | $149K | 0.5% | |
| American Funds 2060 Target Date Fund Mutual Fund | Mutual Funds | — | — | $121K | 0.4% | |
| Investment AllianceBernstein Global Bond Fund Mutual Fund | Other securities | — | — | $101K | 0.3% | |
| American Funds 2045 Target Date Fund Mutual Fund | Mutual Funds | — | — | $94K | 0.3% | |
| Vanguard International Value Fund Mutual Fund | Mutual Funds | — | — | $66K | 0.2% | |
| MFS Total Return Fund Mutual Fund | Mutual Funds | — | — | $65K | 0.2% | |
| American Funds 2010 Target Date Fund Mutual Fund | Mutual Funds | — | — | $62K | 0.2% | |
| PGI CIT US Real Estate Secs Cit Tier 1 Mutual Fund | Common Collective Trusts | — | — | $47K | 0.1% | |
| PIMCO Commodity Real Return Fund Mutual Fund | Mutual Funds | — | — | $37K | 0.1% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $32K | <0.1% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $24K | <0.1% | |
| Northwestern Mutual Life Insurance Company Life Insurance Contract | Common Stocks | — | — | $19K | <0.1% | |
| American Funds 2065 Target Date Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
