Plan Snapshot
- Plan Sponsor: Oup Usa
- Sponsor EIN: 986001062
- Sponsor Address: 198 MADISON AVENUE, NEW YORK, NY, 100164308
- Plan Type: DC
- Total Participants: 326
- Total Assets: $72.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2025 | 326 | $72.6M | $0 | $0 |
| 2024 | 340 | $75.9M | $0 | $0 |
| 2023 | 344 | $70.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., 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 |
|---|---|---|---|---|---|
| 2025 | $72,423 | — | $763 | — | — |
| 2024 | $75,787 | — | — | — | — |
| 2023 | $94,187 | $17,295 | $147 | — | — |