Oxford Economics USA, Inc. and Tourism Economics 401(k) match, vesting and fees
What Oxford Economics USA, Inc. and Tourism Economics' 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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Lh Frishkoff & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Oxford Economics USA, Inc. and Tourism Economics: employer contribution per participant | $9,698 | |
| Peer median | $2,521 |
| Oxford Economics USA, Inc. and Tourism Economics: average balance | $92,711 | |
| Peer median | $75,833 |
| Oxford Economics USA, Inc. and Tourism Economics: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.27% |
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 $9.4M at the end of plan year 2021 to $14.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $14.4M | $1.5M | $9,698 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 157 | $11.6M | $420K | $2,979 | 0.03% | Not published | 5500-SF ↗ |
| 2022 | 124 | $8.5M | $329K | $2,789 | <0.01% | Not published | 5500-SF ↗ |
| 2021 | 106 | $9.4M | $304K | $3,162 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Oxford Economics USA, Inc. and Tourism Economics match 401(k) contributions?
The match terms for the Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $9,698 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oxford Economics USA, Inc. and Tourism Economics 401(k) match vested?
The vesting schedule for the Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oxford Economics USA, Inc. and Tourism Economics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Oxford Economics USA, Inc. and Tourism Economics, LLC.
I left Oxford Economics USA, Inc. and Tourism Economics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oxford Economics USA, Inc. and Tourism Economics, LLC, (646) 503-3063) or the recordkeeper, Capital Group Retirement Plan Servi. The Oxford Economics USA, Inc. and Tourism Economics old 401(k) page lists the contacts from every plan filing. Find an old Oxford Economics USA, Inc. and Tourism Economics 401(k)
Data from the public Form 5500 annual reports Oxford Economics USA, Inc. and Tourism Economics 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 Oxford Economics USA, Inc. and Tourism Economics. Not financial advice. Report a correction · Methodology