How big is OX-BOW's plan?

OX-BOW's plan reported $532K in assets and 17 participants for 2025.

Original filing (PDF)20260318114058NAL0007274146001

OX-BOW

Name: OX-BOW — OX-BOW 401(k) Plan, Form 5500 (2025)
Creator: OX-BOW
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OX-BOW 401(k) Plan

401(k) retirement plan · OX-BOW's OX-BOW 401(k) Plan held $532K in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

People on this filing

Shannon Stratton signed OX-BOW's 2025 Form 5500 as plan administrator.

Shannon Stratton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OX-BOW's EIN is 38-1081760.

EIN 38-1081760

Plan number 001

Plan year 2025

ACK ID 20260318114058NAL0007274146001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OX-BOW from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OX-BOW's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OX-BOW.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OX-BOW

EIN

all filings

Address

P.O. BOX 216 · 3435 RUPPRECHT WAY · SAUGATUCK, MI · 49453

Phone

(800) 318-3019

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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