How big is Oxford Wealth Group LLC's plan?

Oxford Wealth Group LLC's plan reported $102K in assets and 6 participants for 2024.

Original filing (PDF)20250416221138NAL0000135299036

Oxford Wealth Group LLC

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

Form 5500-SF

FILING_RECEIVED

Oxford Wealth Group 401(k) Plan

401(k) retirement plan · Oxford Wealth Group LLC's Oxford Wealth Group 401(k) Plan held $102K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan identifiers

Oxford Wealth Group LLC's EIN is 88-1450234.

EIN 88-1450234

Plan number 001

Plan year 2024

ACK ID 20250416221138NAL0000135299036

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oxford Wealth Group LLC'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 WEALTH GROUP LLC.

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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