Otsuka America 401(k) Savings Plan
Sponsored by Otsuka America Pharmaceutical Inc. · EIN 521630683 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 3,187
- With balances
- 4,364
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rocaton Investment Advisors, Llc | Consulting (general) | $85,500 |
| Forvis Mazars | Accounting | $43,260 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $41,131 |
| Goldman Sacgs Asset Management Lp | Consulting (general) | $20,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$43,162 |