AUMdb

Octapharma Usa, Inc. Retirement 401(k) Plan

Sponsored by Octapharma Usa, Inc. · EIN 753113527 · Plan #001

Total assets
$29.8M
Net assets
$29.8M
Active participants
164
With balances
185

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
Marietta Wealth Management, Llc CRD 281782 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $89,207
Retirement Plan Administrators Contract administrator, Direct payment from the plan, Other services $1,700
Ascensus Contract administrator, Direct payment from the plan, Other services $1,475
Marietta Wealth Management Investment advisory (plan), Other fees $0