Joanne Reynolds signed Oxford Property Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oxford Property Management's EIN is 38-3637324.
Download the official 2024 Form 5500 (PDF) for Oxford Property Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oxford Property Management's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF ANN ARBOR | 38-3252110 | — | ADVISOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2055 R6 N/R | Mutual Funds | — | — | $957K | 16.0% | |
| American Funds AF TRGT DATE 2045 R6 N/R | Mutual Funds | — | — | $809K | 13.6% | |
| American Funds AF TRGT DATE 2040 R6 N/R | Mutual Funds | — | — | $794K | 13.3% | |
| American Funds AF TRGT DATE 2050 R6 N/R | Mutual Funds | — | — | $697K | 11.7% | |
| Fidelity FID 500 INDEX N/R | Common Collective Trusts | — | — | $461K | 7.7% | |
| American Funds AF TRGT DATE 2030 R6 N/R | Mutual Funds | — | — | $387K | 6.5% | |
| American Funds AF TRGT DATE 2025 R6 N/R | Mutual Funds | — | — | $382K | 6.4% | |
| Pioneer FNDML GRTH K N/R | Other securities | — | — | $335K | 5.6% | |
| American Funds AF TRGT DATE 2035 R6 N/R | Mutual Funds | — | — | $227K | 3.8% | |
| American Funds AF TRGT DATE 2060 R6 N/R | Mutual Funds | — | — | $173K | 2.9% | |
| Participant Loans Interest rate range: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $117K | 2.0% | |
| American Funds AF BALANCED R6 N/R | Mutual Funds | — | — | $98K | 1.6% | |
| Blackrock BLKRK 80/20 TA INST N/R | Other securities | — | — | $72K | 1.2% | |
| Dodge & Cox DODGE & COX STOCK X N/R | Mutual Funds | — | — | $71K | 1.2% | |
| American Funds AF TRGT DATE 2020 R6 N/R | Mutual Funds | — | — | $69K | 1.2% | |
| MFS TECHNOLOGY R6 N/R | Mutual Funds | — | — | $56K | 0.9% | |
| MFS INTL GROWTH R3 N/R | Mutual Funds | — | — | $49K | 0.8% | |
| Fidelity FID INTL INDEX N/R | Mutual Funds | — | — | $38K | 0.6% | |
| Money Market Funds Federated Hermes FH UST CASH RSV IS N/R | Cash / Money Market | — | — | $31K | 0.5% | |
| Fidelity FID US BOND IDX N/R | Common Collective Trusts | — | — | $26K | 0.4% | |
| American Funds AF TRGT DATE 2015 R6 N/R | Mutual Funds | — | — | $23K | 0.4% | |
| Pimco PIM GNMA & GS I N/R | Agency / Mortgage-Backed | — | — | $21K | 0.4% | |
| American Funds AF TRGT DATE 2065 R6 N/R | Mutual Funds | — | — | $21K | 0.4% | |
| Franklin FKLN UTILITIES R6 N/R | Mutual Funds | — | — | $18K | 0.3% | |
| American Beacon Advisors ABF SM CAP VAL R5 N/R 490 Parnassus Investments PARNASSUS CORE EQ IS N/R | Other securities | — | — | $8K | 0.1% | |
| John Hancock J H ENTERPRISE N N/R | Other securities | — | — | $6K | 0.1% | |
| Lord Abbett LD ABT SH DTN INC R6 N/R | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds AF NEW WORLD R6 N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Blackrock BLKRK HIGH YLD K N/R | Other securities | — | — | $3K | <0.1% | |
| Vanguard VANG HEALTHCARE ADM N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity FID MID CAP IDX N/R | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity FID SM CAP IDX N/R | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
