Plan Snapshot
- Plan Sponsor: Odyssey Information Services I
- Sponsor EIN: 752859772
- Sponsor Address: 7500 DALLAS PKWY STE 350, PLANO, TX, 750244019
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 351 | $15.7M | $201,449 | $1.2M |
| 2023 | 357 | $13.0M | $184,558 | $1.1M |
| 2022 | 347 | $10.7M | $187,335 | $1.1M |
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 |
|---|---|---|---|---|
| FOCUS 401(K) GROUP, LLC | ADVISOR | $17,500 | — | $17,500 |
| HAYNIE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,500
- Estimated Expense Ratio: 0.112% 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 | $20,374 | $18,328 | $1,186 | — | — |
| 2023 | $23,832 | $17,877 | $3,506 | — | — |
| 2022 | $21,602 | $18,245 | $3,357 | — | — |