Oxford Instruments 401(k) Plan
Sponsored by Oxford Instruments Holdings 2013, Inc. · EIN 800906730 · Plan #012
- Total assets
- $56.9M
- Net assets
- $56.9M
- Active participants
- 279
- With balances
- 527
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | fuzzy_auto · 98% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Inc Co Of America | Recordkeeping fees | $93,280 |
| Osaic Welath Inc | Investment advisory (plan) | $46,233 |
| The Angell Pension Group, Inc. | Plan administrator | $16,645 |
| Empower Advisory Group, Llc | Investment management | $2,645 |