# Odyssey Information Services I 401(k) Plan
Source: https://planprovider.pro/companies/odyssey-information-services-i-401k-plan

> Odyssey Information Services I's 401(k) plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/haynie-and-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|—|—|

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