Plan Snapshot
- Plan Sponsor: Odyssey House, INC.
- Sponsor EIN: 136217765
- Sponsor Address: 120 WALL STREET, NEW YORK, NY, 10005
- Plan Type: 403(b)
- Total Participants: 361
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 361 | $27.0M | $896,030 | $1.1M |
| 2023 | 289 | $23.8M | $786,877 | $787,372 |
| 2022 | 270 | $20.3M | $757,936 | $733,105 |
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 |
|---|---|---|---|---|
| GELTRUDE & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GELTRUDE & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $43,754 | — | $43,754 | — | — |
| 2023 | $42,361 | — | $42,361 | — | — |
| 2022 | $51,217 | — | $51,217 | — | — |