Maryann Dustal signed Otsuka America Pharmaceutical Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Otsuka America Pharmaceutical Inc.'s EIN is 52-1630683.
Download the official 2024 Form 5500 (PDF) for Otsuka America Pharmaceutical Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Otsuka America Pharmaceutical Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | CONSULTANT | $86K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $203.6M | 18.2% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $155.2M | 13.9% | |
| FID FRDM 2040 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $98.2M | 8.8% | |
| FID FRDM 2035 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $94.9M | 8.5% | |
| FID FRDM 2045 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $76.9M | 6.9% | |
| FID FRDM 2030 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $65.1M | 5.8% | |
| FID FRDM 2050 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $44.9M | 4.0% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $36.8M | 3.3% | |
| FID FRDM 2025 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $35.0M | 3.1% | |
| AM CENT MD CP VAL R6 Mutual fund | Other securities | — | — | $32.2M | 2.9% | |
| FID INTL INDEX Mutual fund | Mutual Funds | — | — | $32.2M | 2.9% | |
| FID FRDM 2055 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $30.3M | 2.7% | |
| BARON GROWTH INST Mutual fund | Other securities | — | — | $26.0M | 2.3% | |
| FID PURITAN K Mutual fund | Mutual Funds | — | — | $25.6M | 2.3% | |
| FID EXTD MKT IDX Mutual fund | Common Collective Trusts | — | — | $24.1M | 2.2% | |
| LOOMIS SM CAP VAL I Mutual fund | Other securities | — | — | $17.7M | 1.6% | |
| INVS DIVRS DIVD R5 Mutual fund | Other securities | — | — | $16.3M | 1.5% | |
| BROKERAGELINK Various | Other securities | — | — | $14.7M | 1.3% | |
| FID FRDM 2060 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $14.5M | 1.3% | |
| PIM TOTAL RT INST Mutual fund | Other securities | — | — | $14.4M | 1.3% | |
| FID FRDM 2020 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $9.6M | 0.9% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $9.2M | 0.8% | |
| FID STRATEGIC INCOME Mutual fund | Mutual Funds | — | — | $8.0M | 0.7% | |
| AS EMRG MKTS EQ IS Mutual fund | Other securities | — | — | $6.5M | 0.6% | |
| Notes Receivable from Maturities through 2050 at interest Participants rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $5.3M | 0.5% | |
| PIF REAL EST SEC IS Mutual fund | Other securities | — | — | $3.7M | 0.3% | |
| FID FRDM 2065 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $3.7M | 0.3% | |
| PIM GNMA & GS I Mutual fund | Agency / Mortgage-Backed | — | — | $2.6M | 0.2% | |
| FID FRDM INC CP F Mutual fund | Mutual Funds | — | — | $2.5M | 0.2% | |
| FID FRDM INC CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $2.5M | 0.2% | |
| FID FRDM 2015 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $1.5M | 0.1% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $508K | <0.1% | |
| FID FRDM 2010 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $409K | <0.1% | |
| FID GOVT MMKT Money market fund | Mutual Funds | — | — | $135K | <0.1% | |
| FID FRDM 2005 CP F FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FORVIS MAZARS |
| 44-0160260 |
| — |
| CONSULTANT |
| $43K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $41K | — |
| GOLDMAN SACGS ASSET MANAGEMENT LP | 13-3575636 | — | CONSULTANT | $20K | — |
