· 2022–2024 · DOL EFAST2
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OXFORD FINANCIAL PARTNERS
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
1
Active participants
113
Total plan assets
$7.7M
Filings (rows)
1
Direct comp
$28K
Indirect comp
$0
Showing only "OXFORD FINANCIAL PARTNERS"
View all 4 variants aggregated →
OXFORD FINANCIAL GROUP
27
OXFORD FINANCIAL GRO
3
OXFORD FINANCIAL ADVISORS
2
OXFORD FINANCIAL PARTNERS
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
HOLMAN MOTORS, INC.
HOLMAN MOTORS, INC. 401(K) SAVINGS PLAN & TRUST
BATAVIA, OH
Other service providers
113
$7.7M
$28K
$0
OXFORD FINANCIAL PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search