Octapharma USA, Inc.'s EIN is 75-3113527.
Download the official 2024 Form 5500 (PDF) for Octapharma USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Octapharma USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARIETTA WEALTH MANAGEMENT |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Target Retirement 2030 Fund | Mutual Funds | — | — | $4.1M | 13.8% | |
| Vanguard Group Target Retirement 2040 Fund | Mutual Funds | — | — | $3.5M | 11.8% | |
| Vanguard Group Target Retirement 2025 Fund | Mutual Funds | — | — | $3.2M | 10.6% | |
| Vanguard Group Target Retirement 2035 Fund | Mutual Funds | — | — | $2.5M | 8.5% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 8.1% | |
| Vanguard Group Target Retirement 2050 Fund | Mutual Funds | — | — | $1.9M | 6.4% | |
| Vanguard Group Target Retirement 2045 Fund | Mutual Funds | — | — | $1.7M | 5.7% | |
| LARGE CAP GROWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.2% | |
| Vanguard Group Fed Money Market Inv Fund | Mutual Funds | — | — | $1.1M | 3.8% | |
| Vanguard Group Target Retirement 2055 Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $723K | 2.4% | |
| Vanguard Group MidCap Growth Index Adm Fund | Mutual Funds | — | — | $703K | 2.4% | |
| Vanguard Group Equity Income Admiral Fund | Mutual Funds | — | — | $683K | 2.3% | |
| Vanguard Group Small Cap Value Index Adm Fund | Mutual Funds | — | — | $471K | 1.6% | |
| Capital Group American New Perspective Fund | Common Stocks | — | — | $469K | 1.6% | |
| Vanguard Group Target Retirement 2060 Fund | Mutual Funds | — | — | $412K | 1.4% | |
| Capital Group American Balanced Fund | Mutual Funds | — | — | $378K | 1.3% | |
| Vanguard Group Explorer Admiral Fund | Mutual Funds | — | — | $341K | 1.1% | |
| Notes Receivable from Participants Notes receivable from participants are secured by vested interest in participant accounts, each loan is payable via payroll deduction, with interest ranging from 4.25% - 9.50% - | Bonds / Notes | — | — | $309K | 1.0% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $305K | 1.0% | |
| Vanguard Group Target Retirement 2020 Fund | Mutual Funds | — | — | $250K | 0.8% | |
| Fidelity Investments Capital & Income Fund | Mutual Funds | — | — | $229K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $204K | 0.7% | |
| Capital Group New World Fund | Common Stocks | — | — | $177K | 0.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $171K | 0.6% | |
| Vanguard Group International Growth Admiral Fund | Mutual Funds | — | — | $169K | 0.6% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $91K | 0.3% | |
| Vanguard Group Target Retirement 2065 Fund | Mutual Funds | — | — | $87K | 0.3% | |
| Vanguard Group Target Retirement 2070 Fund | Mutual Funds | — | — | $80K | 0.3% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $55K | 0.2% | |
| Vanguard Group Target Retirement Income Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-5329166 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN ADMINISTRATORS | 58-2365498 | — | CONTRACT ADMINISTRATOR | $2K | — |
