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  2. OXBOW CALCINING LLC
Sponsor portfolioTH

OXBOW CALCINING LLC

EIN 13-3637043-oil & energy-Latest filing 2024
Plans
2
Retirement
2
$70.6M assets
Welfare
0
Participants
836
1601 FORUM PLACE, SUITE 1400 - WEST PALM BEACH, FL 334018101561-907-5400LinkedIn1-10 employeesoil & energy
Plans on this EIN
2 filings
#001TraditionalDB-$41.2M - 525 part#005401k-$29.3M - 311 part

Retirement portfolio analytics

2 plans aggregated / $70.6M assets / 836 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • OXBOW CONSOLIDATED PENSION (#001)58%
  • RETIREMENT AND Savings (#005)42%
Total $70.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • (Not disclosed)58%
  • AMERICAN UNITED LIFE INSURANCE CO42%
Total $70.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OXBOW CONSOLIDATED PENSION (#001)525
  • RETIREMENT AND Savings (#005)311
Total 836Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OXBOW CONSOLIDATED PENSION PLAN

TraditionalDB

Assets$41.2M
Participants525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

OXBOW CALCINING LLC EMPLOYEES' RETIREMENT AND SAVINGS PLAN

401k

Assets$29.3M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OXBOW CONSOLIDATED PENSION PLANTraditionalDB$41.2M5252024
005OXBOW CALCINING LLC EMPLOYEES' RETIREMENT AND SAVINGS PLAN401k$29.3M3112024
Retirement plans
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