How big is Oxland Advisors' plan?

Oxland Advisors' plan reported $334K in assets and 2 participants for 2023.

Original filing (PDF)20240522083113NAL0001892819001

Oxland Advisors

Name: Oxland Advisors — Oxland Advisors 401(k) Plan, Form 5500 (2023)
Creator: Oxland Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oxland Advisors 401(k) Plan

401(k) retirement plan · Oxland Advisors' Oxland Advisors 401(k) Plan held $334K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

People on this filing

Tom Woliver signed Oxland Advisors' 2023 Form 5500 as plan administrator.

Tom Woliver — 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

Oxland Advisors' EIN is 83-4650809.

EIN 83-4650809

Plan number 001

Plan year 2023

ACK ID 20240522083113NAL0001892819001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oxland Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oxland Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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