OXFORD FINANCIAL ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,218

Total plan assets

$148.9M

Filings (rows)

Direct comp

$52K

Indirect comp

Showing only "OXFORD FINANCIAL ADVISORS"

View all 4 variants aggregated →

OXFORD FINANCIAL GROUP27 OXFORD FINANCIAL GRO3 OXFORD FINANCIAL ADVISORS2 OXFORD FINANCIAL PARTNERS1

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HAYNES INTERNATIONAL, INC. HAYNES INTERNATIONAL, INC. COMBINED PROFIT SHARING AND SAVINGS PLAN	KOKOMO, IN	Investment manager	977	$93.2M	$41K	$0
UROLOGY OF INDIANA, LLC UROLOGY OF INDIANA, LLC 401(K) PLAN	GREENWOOD, IN	Investment manager