Oxford Financial Group, Ltd.
76
Plan:
Oxford Financial Group, Ltd. 401k Profit Sharing Plan
40
76
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (76) and the top rated plan (89) could equate to:
[How is this calculated?]
[How is this calculated?]
9 additional years of work Up to $76,000 in lost retirement savings.The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.
Retirement Plan Description
Oxford Financial Group, Ltd. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 76. This plan is in the top 15% of plans for Account Balances and Investment Menu Quality. Oxford Financial Group, Ltd. 401k Profit Sharing Plan currently has over 100 active participants and over $12.2M in plan assets.
Retirement Plan Details
| Address |
P.O. Box 80238
Indianapolis, IN 46280-0238 |
| Industry | Finance and Insurance |
| Administrator | Sue Mcmillen |
| Net Plan Assets | $12,200,000 |
| Total Participants | 150 |
| Avg Account Balance | $82,000 |
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