Oxford Global Resources 401(k) match, vesting and fees
What Oxford Global Resources' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Holthouse Carlin and Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 87 defined-contribution plans in other services with 500 to 999 participants.
| Oxford Global Resources: employer contribution per participant | $6 | |
| Peer median | $1,829 |
| Oxford Global Resources: average balance | $28,703 | |
| Peer median | $71,847 |
| Oxford Global Resources: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.25% |
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 $3.2M at the end of plan year 2021 to $23.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,764 | $23.8M | $4,925 | $6 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 1,845 | $19.4M | $1.1M | $1,341 | 0.96% | Not published | Form 5500 ↗ |
| 2023 | 1,632 | $13.9M | $756K | $1,435 | 0.57% | Not published | Form 5500 ↗ |
| 2022 | 1,562 | $8.5M | $304K | $938 | 0.87% | Not published | Form 5500 ↗ |
| 2021 | 1,582 | $3.2M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
Other Oxford Global Resources plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Oxford Staff 401(k) Retirement Savings Plan
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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Holthouse Carlin Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Oxford Global Resources match 401(k) contributions?
The match terms for the Oxford Consultant 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $4,925 in employer contributions, about $6 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oxford Global Resources 401(k) match vested?
The vesting schedule for the Oxford Consultant 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oxford Global Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Oxford Global Resources, LLC.
I left Oxford Global Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oxford Global Resources, LLC, (866) 826-3323) or the recordkeeper, Fidelity Investments Institutional. The Oxford Global Resources old 401(k) page lists the contacts from every plan filing. Find an old Oxford Global Resources 401(k)
Data from the public Form 5500 annual reports Oxford Global Resources filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Global Resources. Not financial advice. Report a correction · Methodology