Original filing (PDF)20251006143536NAL0006307776001

OXFORD HARRIMAN & COMPANY

Name: OXFORD HARRIMAN & COMPANY — OXFORD HARRIMAN & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OXFORD HARRIMAN & COMPANY

Form 5500-SF

FILING_RECEIVED

OXFORD HARRIMAN & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OXFORD HARRIMAN & COMPANY

EIN

47-3244447

Address

3201 ENTERPRISE PARKWAY · SUITE 400 · BEACHWOOD, OH · 44122

Phone

(216) 755-7150

Industry