Oxford Capital Group, Llc 401(k) Plan: Login, Facts & Contact Information

Oxford Capital Group, Llc 401(k) Plan Facts

Plan name
OXFORD CAPITAL GROUP 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OXFORD CAPITAL GROUP, LLC
Participants
1,517 (1,326 active employees)
Former employees with a balance
78
Plan assets
$15,471,676 at Dec 31, 2024
Average account balance
$39,773 across 389 accounts
Employer contributions
$885,442 in plan year 2024 (31% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2006
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.85 million went into the plan in contributions, $885,442 of it from the employer (31%).
  • $726,886 was paid out to participants.
  • Investment and other income added $1.96 million.
  • Administrative expenses were $113,764, about $292 per account.

How the Oxford Capital Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019557$2.62 million$265,236$426,008
2020725$3.39 million$189,884$210,566
2021468$4.38 million$274,570$340,455
2022722$4.94 million$377,738$310,794
2023856$11.5 million$481,528$370,511
20241,517$15.5 million$885,442$726,886

Oxford Capital Group, Llc 401(k) Contact Information

Phone
312-836-1077
Mailing address
350 W HUBBARD ST SUITE 440, CHICAGO IL 60654
Plan sponsor
OXFORD CAPITAL GROUP, LLC
Employer identification number (EIN)
20-4187600
Plan number
001

Questions about the Oxford Capital Group, Llc 401(k)

Does Oxford Capital Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $885,442, 31% of all contributions.

Does the Oxford Capital Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Oxford Capital Group, Llc 401(k) plan?

1,517 participants at the start of plan year 2024, 1,326 of them active employees, and 78 former employees who still had money in the plan.

What is the average 401(k) balance at Oxford Capital Group, Llc?

About $39,773 per account: $15.5 million in plan assets across 389 accounts with a balance at the end of plan year 2024.

Who manages the Oxford Capital Group, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Oxford Capital Group, Llc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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