How big is Oxford Advisory Group's plan?

Oxford Advisory Group's plan reported $478K in assets and 19 participants for 2024.

Original filing (PDF)20250416221138NAL0000135299035

Oxford Advisory Group

Name: Oxford Advisory Group — Oxford Advisory Group 401(k), Form 5500 (2024)
Creator: Oxford Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oxford Advisory Group 401(k) Plan

401(k) retirement plan · Oxford Advisory Group's Oxford Advisory Group 401(k) Plan held $478K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

Plan identifiers

Oxford Advisory Group's EIN is 83-0595127.

EIN 83-0595127

Plan number 001

Plan year 2024

ACK ID 20250416221138NAL0000135299035

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oxford Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oxford Advisory Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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