Oxbow Carbon 401(k) match, vesting and fees
What Oxbow Carbon's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Martinelli & Company LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Oxbow Carbon: employer contribution per participant | $5,775 | |
| Peer median | $2,600 |
| Oxbow Carbon: average balance | $309,830 | |
| Peer median | $84,124 |
| Oxbow Carbon: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $167M at the end of plan year 2021 to $177M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 573 | $177M | $3.3M | $5,775 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 570 | $152M | $3.2M | $5,557 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 582 | $126M | $2.6M | $4,478 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 609 | $167M | $2.6M | $4,286 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Oxbow Carbon match 401(k) contributions?
The match terms for the Oxbow Affiliated Companies Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $5,775 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oxbow Carbon 401(k) match vested?
The vesting schedule for the Oxbow Affiliated Companies Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oxbow Carbon 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services LLC. The plan administrator is Oxbow Carbon LLC.
I left Oxbow Carbon. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oxbow Carbon LLC, (561) 907-5460) or the recordkeeper, Oneamerica Retirement Services LLC. The Oxbow Carbon old 401(k) page lists the contacts from every plan filing. Find an old Oxbow Carbon 401(k)
Data from the public Form 5500 annual reports Oxbow Carbon filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Oxbow Carbon. Not financial advice. Report a correction · Methodology