OXFORD FINANCIAL
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
33
Active participants
75,956
Total plan assets
$3.6B
Filings (rows)
33
Direct comp
$2.6M
Indirect comp
$0
Aggregating 4 name variants under "OXFORD FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant20
Other13
Top plans served
All 33 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COOPERATIVE PENSION / SAVINGS BOARD COOPERATIVE SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 4,519 | $455.5M | $279K |
| COOPERATIVE PENSION / SAVINGS BOARD COOPERATIVE SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 4,961 | $417.1M | $149K |
| KRATON CORPORATION KRATON SAVINGS PLAN | THE WOODLANDS, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,196 | $362.9M | $65K |
| COOPERATIVE PENSION / SAVINGS BOARD COOPERATIVE SAVINGS PLAN | INDIANAPOLIS, IN | Other NONE | 4,526 | $356.7M | $241K |
| KRATON CORPORATION KRATON SAVINGS PLAN | THE WOODLANDS, TX | Advisor / Consultant INVEST ADV/ CONSULTANT | 1,198 | $318.2M | $81K |
| COOPERATIVE PENSION / SAVINGS BOARD COOPERATIVE PENSION PLAN | INDIANAPOLIS, IN | Other NONE | 2,374 | $229.2M | $148K |
| COOPERATIVE PENSION / SAVINGS BOARD COOPERATIVE PENSION PLAN | INDIANAPOLIS, IN | Other NONE | 2,896 | $213.3M | $124K |
| FOREST RIVER, INC. FOREST RIVER, INC. 401(K) PLAN | ELKHART, IN | Advisor / Consultant ADVISOR | 22,247 | $127.2M | $35K |
| HAYNES INTERNATIONAL, INC. HAYNES INTERNATIONAL, INC. COMBINED PROFIT SHARING AND SAVINGS PLAN | KOKOMO, IN | Other NONE | 1,164 | $123.3M | $55K |
| FOREST RIVER, INC. FOREST RIVER, INC. 401(K) PLAN | ELKHART, IN | Advisor / Consultant ADVISOR | 11,867 | $111.7M | $35K |
| HAYNES INTERNATIONAL, INC. HAYNES INTERNATIONAL, INC. COMBINED PROFIT SHARING AND SAVINGS PLAN | KOKOMO, IN | Other NONE | 901 | $107.8M | $69K |
| DANIS BUILDING CONSTRUCTION COMPANY DANIS & AFFILIATES RETIREMENT PLAN | MIAMISBURG, OH | Advisor / Consultant INVESTMENT ADVISOR | 822 | $97.7M | $194K |
| FOREST RIVER, INC. FOREST RIVER, INC. 401(K) PLAN | ELKHART, IN | Advisor / Consultant ADVISOR | 12,631 | $93.9M | $35K |
| HAYNES INTERNATIONAL, INC. HAYNES INTERNATIONAL, INC. COMBINED PROFIT SHARING AND SAVINGS PLAN | KOKOMO, IN | Other NONE | 977 | $93.2M | $41K |
| KSM BUSINESS SERVICES, INC. KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT MANAGEMENT | 672 | $92.0M | $43K |
| DANIS BUILDING CONSTRUCTION COMPANY DANIS & AFFILIATES RETIREMENT PLAN | MIAMISBURG, OH | Advisor / Consultant INVESTMENT ADVISOR | 639 | $86.3M | $206K |
| DANIS BUILDING CONSTRUCTION COMPANY DANIS & AFFILIATES RETIREMENT PLAN | MIAMISBURG, OH | Advisor / Consultant INVESTMENT ADVISOR | 575 | $72.1M | $312K |
| UROLOGY OF INDIANA, LLC UROLOGY OF INDIANA, LLC 401(K) PLAN | GREENWOOD, IN | Other NONE | 241 | $55.7M | $11K |
| JOSEPHSON-WALLACK-MUNSHOWER NEUROLOGY, P.C. JOSEPHSON-WALLACK-MUNSHOWER NEUROLOGY, P.C. PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 151 | $46.7M | $82K |
| JOSEPHSON-WALLACK-MUNSHOWER NEUROLOGY, P.C. JOSEPHSON-WALLACK-MUNSHOWER NEUROLOGY, P.C. PROFIT SHARING PLAN | INDIANAPOLIS, IN | Other NONE | 136 | $37.5M | $72K |
| TECHNICAL RUBBER COMPANY, INC. TECHNICAL RUBBER COMPANY, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | JOHNSTOWN, OH | Advisor / Consultant INVESTMENT ADVISOR | 170 | $21.9M | $25K |
| TECHNICAL RUBBER COMPANY, INC. TECHNICAL RUBBER COMPANY, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | JOHNSTOWN, OH | Advisor / Consultant INVESTMENT ADVISOR | 165 | $20.2M | $25K |
| TECHNICAL RUBBER COMPANY, INC. TECHNICAL RUBBER COMPANY, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | JOHNSTOWN, OH | Advisor / Consultant INVESTMENT ADVISOR | 156 | $19.5M | $26K |
| INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT MANAGEMENT | 151 | $13.9M | $34K |
| TRUTH PUBLISHING COMPANY, INC. TRUTH PUBLISHING COMPANY, INC. & PATHFINDER COMMUNICATIONS CORPORATION 401(K) PLAN AND TRUST | MISHAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 116 | $13.5M | $33K |
| TRUTH PUBLISHING COMPANY, INC. TRUTH PUBLISHING COMPANY, INC. & PATHFINDER COMMUNICATIONS CORPORATION 401(K) PLAN AND TRUST | MISHAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 118 | $11.4M | $28K |
| INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT MANAGEMENT | 160 | $11.1M | $34K |
| TRUTH PUBLISHING COMPANY, INC. TRUTH PUBLISHING COMPANY, INC. & PATHFINDER COMMUNICATIONS CORPORATION 401(K) PLAN AND TRUST | MISHAWAKA, IN | Advisor / Consultant INVESTMENT ADVISOR | 114 | $9.1M | $20K |
| HOLMAN MOTORS, INC. HOLMAN MOTORS, INC. 401(K) SAVINGS PLAN & TRUST | BATAVIA, OH | Other NONE | 113 | $7.7M | $28K |
| TRUTH PUBLISHING COMPANY, INC. THE TRUTH RETIREMENT PLAN | MISHAWAKA, IN | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $7.4M | $14K |
| TRUTH PUBLISHING COMPANY, INC. THE TRUTH RETIREMENT PLAN | MISHAWAKA, IN | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $7.1M | $24K |
| MIDWESCO FILTER RESOURCES, INC. PENSION PLAN FOR HOURLY RATED EMPLOYEES OF MIDWESCO FILTER RESOURCES, INC., WINCHESTER, VIRGINIA | NILES, IL | Other NONE | 0 | $917K | $10K |
| TRUTH PUBLISHING COMPANY, INC. THE TRUTH RETIREMENT PLAN | MISHAWAKA, IN | Advisor / Consultant INVESTMENT MANAGEMENT | 0 | $0 | $13K |