# Otsuka America Pharmaceutical INC. 401(k) Plan
Source: https://planprovider.pro/companies/otsuka-america-pharmaceutical-inc-401k-plan

> Otsuka America Pharmaceutical INC.'s 401(k) plan: 3,187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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