Plan Snapshot
- Plan Sponsor: Otsuka America Pharmaceutical INC.
- Sponsor EIN: 521630683
- Sponsor Address: 508 CARNEGIE CENTER, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Total Participants: 3,187
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3,187 | $1.1B | $43.7M | $57.7M |
| 2023 | 3,000 | $939.4M | $38.7M | $50.5M |
| 2022 | 2,405 | $747.1M | $32.3M | $41.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $431,866 | $41,131 | $1,500 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |