Plan Snapshot
- Plan Sponsor: Odp International, LLC
- Sponsor EIN: 872687219
- Sponsor Address: 6600 N. MILITARY TRAIL, BOCA RATON, FL, 33496
- Plan Type: 401(k)
- Total Participants: 16,819
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16,819 | $1.3B | $13.7M | $48.3M |
| 2023 | 15,072 | $1.3B | $15.8M | $54.2M |
| 2022 | 19,687 | $1.1B | $17.8M | $62.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $67,465 | — | $67,465 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,465
- Estimated Expense Ratio: 0.005% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,181,243 | $163,144 | $2,100 | $67,465 | — |
| 2023 | $1,156,571 | $177,290 | $4,276 | $65,920 | — |
| 2022 | $1,340,050 | $154,192 | — | — | — |