Oxford Management Group, LLC's EIN is 27-3225597.
Download the official 2024 Form 5500 (PDF) for Oxford Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oxford Management Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ALLIANCE ADVISORY GROUP LLC | 82-3558532 | — | INV ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREFERRED PENSION SOLUTIONS, LLC | 81-0608685 | — | — | $32K | — |
| TROWEPRICE RETIREMENT PLAN SERV INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price T. Rowe Price Retirement 2045 I CLASS | Mutual Funds | — | — | $370K | 14.7% | |
| T Rowe Price T. Rowe Price Retirement 2040 I CLASS | Mutual Funds | — | — | $348K | 13.8% | |
| T Rowe Price T. Rowe Price Retirement 2030 I CLASS | Mutual Funds | — | — | $332K | 13.2% | |
| T Rowe Price T. Rowe Price Retirement 2025 I CLASS | Mutual Funds | — | — | $243K | 9.7% | |
| T Rowe Price T. Rowe Price Retirement 2055 I CLASS | Mutual Funds | — | — | $241K | 9.6% | |
| T Rowe Price T. Rowe Price Retirement 2035 I CLASS | Mutual Funds | — | — | $210K | 8.4% | |
| T Rowe Price T. Rowe Price Retirement 2050 I CLASS | Mutual Funds | — | $196K | $196K | 7.8% | |
| T Rowe Price T. Rowe Price Retirement 2020 I CLASS | Mutual Funds | — | — | $172K | 6.8% | |
| T Rowe Price T. Rowe Price Retirement 2060 I CLASS | Mutual Funds | — | — | $125K | 5.0% | |
| T Rowe Price T. Rowe Price Retirement 2065 I CLASS | Mutual Funds | — | — | $107K | 4.2% | |
| maturing through 2028 | Other securities | — | — | $64K | 2.5% | |
| T Rowe Price Fidelity Lg Cap Gr Index 56 * Participants Loans at 6.5%-10.5% | Mutual Funds | — | $64K | $64K | 2.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $19K | 0.8% | |
| Fidelity Large Cap Growth Index 56 * T Rowe Price T. Rowe Price Retirement 2015 I CLASS | Mutual Funds | — | — | $16K | 0.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $10K | 0.4% | |
| American Funds American Funds Bond R6 | Mutual Funds | — | — | $7K | 0.3% | |
| American Funds American New World R6 | Mutual Funds | — | — | $5K | 0.2% | |
| T Rowe Price American Funds Bond R6 | Mutual Funds | — | $5K | $5K | 0.2% | |
| Fidelity Mid Cap Index Fund | Mutual Funds | — | — | $4K | 0.2% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-1714114 |
| — |
| — |
| $18K |
| — |
