Oapi Retirement Plan
Sponsored by Otsuka America Pharmaceutical, Inc. · EIN 521630683 · Plan #002
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 77
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mfs Institutional Advisors Inc. CRD 107144 | deterministic · 100% | 2024 |
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of America | Contract administrator, Recordkeeping, Consulting (pension) | $212,567 |
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $154,605 |
| Columbia Mgmt Invstmt Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $111,479 |
| Forvis, Llp | Accounting, Direct payment from the plan | $31,185 |
| Rocation Investment Adv, Llc | Investment advisory (plan), Direct payment from the plan | $13,090 |
| Principal | Investment advisory (plan), Direct payment from the plan | $12,038 |
| Allspring Mid Value | Investment advisory (plan), Direct payment from the plan | $10,024 |
| Loomis Sayles Large Cap Growth | Investment advisory (plan), Direct payment from the plan | $8,698 |
| Tcw Lcg | Investment advisory (plan), Direct payment from the plan | $7,957 |
| Mfs Institutional Advisors | Investment advisory (plan), Direct payment from the plan | $7,248 |
| Baird Funds, Inc. | Investment advisory (plan), Direct payment from the plan | $5,213 |