Oocl (Usa) Inc. Defined Contribution Pension Plan
Sponsored by Oocl Usa Inc. · EIN 134934630 · Plan #009
- Total assets
- $97.4M
- Net assets
- $97.4M
- Active participants
- 455
- With balances
- 569
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (general), Participant communication | $18,065 |
| Charles Schwab Bank Trust | Custodial (securities), Trustee (directed), Shareholder servicing fees | $8,212 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |