Original filing (PDF)20250410070158NAL0023877937001

OXYGEN, INC. DBA BRYANT, CARROLL AND ASSOCIATES

Name: OXYGEN, INC. DBA BRYANT, CARROLL AND ASSOCIATES — BRYANT, CARROLL AND ASSOCIATES 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: OXYGEN, INC. DBA BRYANT, CARROLL AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BRYANT, CARROLL AND ASSOCIATES 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OXYGEN, INC. DBA BRYANT, CARROLL AND ASSOCIATES.

Plan sponsor

Name

OXYGEN, INC. DBA BRYANT, CARROLL AND ASSOCIATES

EIN

26-1724655

Address

6285 BARFIELD DRIVE, STE 250 · ATLANTA, GA · 303284321

Phone

(770) 352-9650

Industry

Finance & Insurancesee all

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

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NECESSITY VENTURES LLC

NECESSITY VENTURES LLC 401(K) PLAN

$1.7M · 6 participants

LADD CAPITAL MANAGEMENT

LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN

$1.7M · 2 participants

THE LEGACY GROUP, INC,

THE LEGACY GROUP, INC. 401(K) PLAN

$1.7M · 7 participants

ICW INVESTMENT ADVISORS, LLC

ICW INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$1.7M · 7 participants

WILDAMERE CAPITAL MANAGEMENT, LLC

WILDAMERE CAPITAL MANAGEMENT, LLC 401(K) PLAN