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Companies

companyOkuma America Corporation
$66.5Mreported plan assets
EIN: 11-2670887Location: NCPlans: 3Participants: 835Latest: 2023
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Plans

planOkuma America Corp. Savings And Investment PlanFinancial statementProvider compensation2023 filing
$42.9Mreported assets (EOY)
Sponsor: Okuma America CorporationEIN: 11-2670887Plan: 002Participants: 270Assets: $42,925,121Net assets: $42.9MAssets / participant: $159KLocation: Charlotte, NCLatest: 2023
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planOkuma America Corporation Pension PlanFinancial statementProvider compensation2023 filing
$23.6Mreported assets (EOY)
Sponsor: Okuma America CorporationEIN: 11-2670887Plan: 001Participants: 348Assets: $23,619,007Net assets: $23.6MAssets / participant: $67.9KLocation: Charlotte, NCLatest: 2023
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planOkuma America Corporation Employee Welfare Benefit Plan2023 filing
Sponsor: Okuma America CorporationEIN: 11-2670887Plan: 502Participants: 217Assets: not reported in the loaded datasetLocation: Charlotte, NCLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Okuma America Corporation Pension Plan
Sponsor: Okuma America CorporationEIN: 11-2670887Plan: 001Ack ID: 20241011084629NAL0010739939001
filing2023 Form 5500 — Okuma America Corp. Savings And Investment Plan
Sponsor: Okuma America CorporationEIN: 11-2670887Plan: 002Ack ID: 20241010145233NAL0011630739001
filing2023 Form 5500 — Okuma America Corporation Employee Welfare Benefit Plan
Sponsor: Okuma America CorporationEIN: 11-2670887Plan: 502Ack ID: 20240918124809NAL0004348689001