AUMdb

Oyo Corporation U.S.A. Employees' 401(k) Retirement Plan

Sponsored by Oyo Corporation U.S.A. · EIN 760055223 · Plan #001

Total assets
$59.6M
Net assets
$59.6M
Active participants
239
With balances
308

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gould Asset Management Llc CRD 113098 deterministic · 100% 2024
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bokf, Na Recordkeeping, Investment advisory (plan), Recordkeeping fees $78,220
Gould Asset Management Llc Investment advisory (plan) $13,068
Charles Schwab & Co., Inc. Investment advisory (plan) $434
Charles Schwab Trust Bank Custodial (securities), Account maintenance fees $0