Oce Employees' Cash Accumulation Plan
Sponsored by Cusa Acquisition Llc · EIN 461382783 · Plan #001
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 477
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Fuller & Thaler Asset Management Inc CRD 107033 | fuzzy_auto · 98% | 2024 |
| Peregrine Investment Advisors, Llc CRD 153081 | deterministic · 100% | 2024 |
| Allspring Global Investments, Llc CRD 104973 | deterministic · 100% | 2024 |
| Blackrock Investment Management, Llc CRD 108928 | fuzzy_auto · 94% | 2024 |
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
| Schafer Cullen Capital Management Inc CRD 105799 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting, Inc. | Actuarial, Direct payment from the plan | $759,331 |
| Bank Of America | Trustee (institutional), Direct payment from the plan | $216,860 |
| Columbia Management Investment Svcs | Investment management, Direct payment from the plan, Investment management fees (direct) | $119,858 |
| Loomis, Sayles & Company, L.P. | Investment management, Direct payment from the plan, Investment management fees (direct) | $15,190 |
| Mfs Investment Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $15,077 |
| Fuller & Thaler Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $12,684 |
| Peregrine Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $12,639 |
| Allspring Global Investments | Investment management, Direct payment from the plan, Investment management fees (direct) | $10,724 |
| Blackrock Investments, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $9,859 |
| Principal | Investment management, Direct payment from the plan, Investment management fees (direct) | $6,814 |
| Schroders | Investment management, Direct payment from the plan, Investment management fees (direct) | $5,204 |
| Schafer Cullen Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $5,144 |