Oxbo International Retirement Savings Plan
Sponsored by Oxbo International Corporation · EIN 161559445 · Plan #005
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 573
- With balances
- 862
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $147,864 |
| Lpl Financial | Investment advisory (plan), Investment management, Direct payment from the plan | $50,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |