Retirement plan

OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Name: OXYGO HQ FLORIDA, LLC - OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: OXYGO HQ FLORIDA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN, OXYGO HQ FLORIDA, LLC

OXYGO HQ FLORIDA, LLCEIN 82-3970392Plan #001PY 2025

2200 PRINCIPAL ROW - ORLANDO, FL 32837440-716-9962

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.1M

+17.6% from 2024

Total participants

-3.1% from 2024

Average account balance

$115,445

+19.8% from 2024

Annual return

23.13%

+3.01 pp from 2024

Benchmarks

See 5,733 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,733 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.12M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$115K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

129.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.13%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$13200

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$700K

$17063 / participant

Other / not subdivided$700K100.0%

% of EOY assets

11.434%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$115,445

$97,550+18.3%

$120,344-4.1%

$87,485+32.0%

Participation rate

78.0%

72.8%+5.2pp

76.7%+1.3pp

68.9%+9.1pp

Annual return

23.13%

18.41%+4.7pp

20.30%+2.8pp

26.06%-2.9pp

Employer contribution / active EE

$2,971

$2,291+29.7%

$3,020-1.6%

$2,596+14.4%

Participant deferral / active EE

$7,046

$4,230+66.6%

$5,135+37.2%

$4,274+64.9%

Admin fee / account holder

$13,200

$9,543+38.3%

$12,742+3.6%

$7,775+69.8%

OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OXYGO HQ FLORIDA, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion