OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
Plan Contact
- Contact person: DEAN J. BURDETT
- Phone: (508) 977-0707
Plan General Information
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Assets
At the end of 1999, the total retirement plan assets of OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN is $13,789,989.00.This plan was established in 1991.
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 1999, the total number of retirement plan participants in OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN is 1830
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value
In 1999, the average participant retirement account value for OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN is $7,535.00
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount
In 1999, the estimated average employee contribution amount per participant for OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN is $3,044.00.
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Estimated Average Employer Match
In 1999, the estimated average employer match for an employee in OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN is approximately $141.00
Investing in this additonal $141.00 for 20 years would give you extra $9,087.00, assuming a 10% annual return.
Investing in this additonal $141.00 for 20 years would give you extra $9,087.00, assuming a 10% annual return.
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate
In 1999, OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN allocates $259,853.00 to match its employees' contributions, providing an employer match rate of 9.33% of their contributions
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 1999, the total retirement plan asset growth rate of OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN is 24.13%.
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 1999, the estimated aggregate retirement account investment gain/loss for OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN is 12.25%. This measures the effectiveness of the plan participants' investments in the year.
OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN Expense Ratio
In 1999, the investment and administrative expense ratio of OXFORD & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN is 0.01%.
Enrollment Features
Recent Articles
- The ABCs of Roth Conversions: Backdoor, Mega Backdoor, and More
- April 2025 MyPlanIQ Portfolio Update
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- The Right Way to Withdraw from Your 401(k) Without Regret
- Retirement Plan Contribution Limits in 2025
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …