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Original filing (PDF)20250910154141NAL0013266003001
OXFORD INSTRUMENTS HOLDINGS 2013, INC.
Form 5500
FILING_RECEIVED
OXFORD INSTRUMENTS 401(K) PLAN
401(k) retirement plan
Active participants
279
Accounts w/ balance
527
Plan assets (EOY)
$56.9M
Net assets (EOY)
$56.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 74% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OXFORD INSTRUMENTS HOLDINGS 2013, INC..
Plan sponsor
Name
OXFORD INSTRUMENTS HOLDINGS 2013, INC.
EIN
80-0906730
Address
300 BAKER AVE., SUITE 150 · CONCORD, MA · 01742
Phone
(978) 369-9933
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INC CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $93K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WELATH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISORY | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | THIRD PARTY ADMIN | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
32 direct securities · 3 pooled funds· $51.7M(91% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$50.6M
32 holdings
Common Collective Trust
$1.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MassMutual Select TRP Retirement 2030 I " | — | — | — | $7.5M | 13.1% | |
| Fidelity 500 Index Fund " | — | — | — | $6.6M | 11.7% | |
| MassMutual Select TRP Retirement 2035 I " | — | — | — | $5.6M | 9.9% | |
| MassMutual Select TRP Retirement 2040 I " | — | — | — | $5.2M | 9.1% | |
| MassMutual Select TRP Retirement 2025 I " | — | — | — | $4.6M | 8.1% | |
| MassMutual Select TRP Retirement 2020 I " | — | — | — | $3.4M | 5.9% | |
| MassMutual Select TRP Retirement 2050 I " | — | — | — | $2.9M | 5.1% | |
| MassMutual Select TRP Retirement 2045 I " | — | — | — | $2.5M | 4.4% | |
| MassMutual Select TRP Retirement 2055 I " | — | — | — | $1.8M | 3.2% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $1.1M | 1.9% | |
| Vanguard Small Cap Growth Index Admiral " | — | — | — | $1.1M | 1.9% | |
| Fidelity International Index Fund " | — | — | — | $929K | 1.6% | |
| Fidelity US Bond Index Fund " | — | — | — | $862K | 1.5% | |
| Blackrock Technology Opportunities K " | — | — | — | $805K | 1.4% | |
| MassMutual Select TRP Retirement 2060 I " | — | — | — | $780K | 1.4% | |
| MassMutual Select TRP Retirement 2015 I " | — | — | — | $739K | 1.3% | |
| MassMutual Overseas I " | — | — | — | $662K | 1.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $646K | 1.1% | |
| JPMorgan US Equity R6 " | — | — | — | $641K | 1.1% | |
| MassMutual Core Bond I " | — | — | — | $581K | 1.0% | |
| Fidelity Small Cap Index Fund " | — | — | — | $520K | 0.9% | |
| MassMutual Select TRP Retirement 2010 I " | — | — | — | $485K | 0.9% | |
| DFA US Targeted Value Index R6 " | — | — | — | $305K | 0.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $233K | 0.4% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $228K | 0.4% | |
| AB Global Bond Fund Z Mutual fund | — | — | — | $200K | 0.4% | |
| JPMorgan Mid Cap Growth R6 " | — | — | — | $191K | 0.3% | |
| MassMutual Select TRP Retirement Balanced I " | — | — | — | $147K | 0.3% | |
| PIMCO Income Instl " | — | — | — | $141K | 0.2% | |
| MassMutual Small Cap Opportunities I " | — | — | — | $101K | 0.2% | |
| Calvert Growth Allocation Fund I " | — | — | — | $55K | <0.1% | |
| MassMutual Select TRP Retirement 2005 I " | — | — | — | $49K | <0.1% | |
| Calvert Conservative Allocation Fund I " | — | — | — | $45K | <0.1% | |
| Calvert Moderate Allocation Fund I " | — | — | — | $27K | <0.1% | |
| Calvert Balanced Fund I " | — | — | — | $10K | <0.1% |