# Oup Usa 403(b) Plan
Source: https://planprovider.pro/companies/oup-usa-986001062-001

> Oup Usa's 403(b) plan: 514 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oup Usa

- **Sponsor EIN:** 986001062

- **Sponsor Address:** 198 MADISON AVENUE, NEW YORK, NY, 100164308

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 514

- **Total Assets:** $61.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|514|$61.2M|$3.9M|$3.9M|

| 2023|535|$54.6M|$3.7M|$3.8M|

| 2022|541|$44.1M|$1.7M|$3.6M|

## 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|

| FID INV INST OPS CO|Recordkeeper|$75,218|—|$75,218|

### Verified Provider Profiles

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

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,218

- **Estimated Expense Ratio:** 0.123% 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|$75,214|—|—|—|—|

| 2023|$63,018|—|—|—|—|

| 2022|$70,228|$12,875|—|—|—|

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