Oup Usa Tax Deferred Annuity Plan
Sponsored by Oup Usa · EIN 986001062 · Plan #001
- Total assets
- $61.2M
- Net assets
- $61.2M
- Active participants
- 514
- With balances
- 1,074
Plan year beginning 04/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $75,218 |