Okuma America 401(k) match, vesting and fees
What Okuma America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Greerwalker LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Okuma America: employer contribution per participant | $2,175 | |
| Peer median | $1,988 |
| Okuma America: average balance | $171,617 | |
| Peer median | $75,431 |
| Okuma America: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $41.2M at the end of plan year 2021 to $46M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 298 | $46M | $583K | $2,175 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 265 | $42.9M | $512K | $2,017 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 270 | $35.6M | $450K | $1,821 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 254 | $41.2M | $452K | $1,972 | 0.10% | Not published | Form 5500 ↗ |
Other Okuma America plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Okuma America Corporation Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | July Services | Schedule C ↗ |
| Independent auditor | Greerwalker, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Okuma America match 401(k) contributions?
The match terms for the Okuma America Corp. Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $583K in employer contributions, about $2,175 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Okuma America 401(k) match vested?
The vesting schedule for the Okuma America Corp. Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Okuma America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Okuma America Corporation.
I left Okuma America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Okuma America Corporation, (704) 588-7000) or the recordkeeper, Fidelity Investments Institutional. The Okuma America old 401(k) page lists the contacts from every plan filing. Find an old Okuma America 401(k)
Data from the public Form 5500 annual reports Okuma America filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Okuma America. Not financial advice. Report a correction · Methodology