# Octapharma Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/octapharma-usa-inc-401k-plan

> Octapharma Usa, INC.'s 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Octapharma Usa, INC.

- **Sponsor EIN:** 753113527

- **Sponsor Address:** 117 WEST CENTURY RD., PARAMUS, NJ, 07652

- **Plan Type:** 401(k)

- **Total Participants:** 164

- **Total Assets:** $29.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|164|$29.8M|$1.7M|$2.4M|

| 2023|147|$23.1M|$1.4M|$2.0M|

| 2022|130|$17.3M|$1.1M|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$89,207|—|$89,207|

| MARIETTA WEALTH MANAGEMENT|INVESTMENT ADVISORY|—|$53,613|$53,613|

| RETIREMENT PLAN ADMINISTRATORS|CONTRACT ADMINISTRATOR|$1,700|$6,920|$8,620|

| ASCENSUS|CONTRACT ADMINISTRATOR|$1,475|$5,960|$7,435|

| ANDERSON SMITH & WIKE PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $158,875

- **Estimated Expense Ratio:** 0.533% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$92,382|—|$92,382|—|—|

| 2023|$68,180|—|$68,180|—|—|

| 2022|$61,474|—|$61,474|—|—|

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