Plan Snapshot
- Plan Sponsor: Odyssey Logistics & Technology Corporation
- Sponsor EIN: 550804720
- Sponsor Address: 39 OLD RIDGEBURY ROAD, DANBURY, CT, 06810
- Plan Type: 401(k)
- Total Participants: 1,407
- Total Assets: $83.0M
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 | 1,407 | $83.0M | $2.2M | $5.1M |
| 2023 | 1,774 | $88.1M | $2.6M | $5.9M |
| 2022 | 1,795 | $77.3M | $2.6M | $5.9M |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | SERVICE PROVIDER | — | $71,086 | $71,086 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $56,703 | — | $56,703 |
| PENSION CONSULTANTS, INC. | THIRD PARTY ADMINISTRATR | — | $39,749 | $39,749 |
| CETERA ADVISORS LLC | SERVICE PROVIDER | — | $15,077 | $15,077 |
| FIONDELLA, MILON & LASARACINA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS, INC. — THIRD PARTY ADMINISTRATR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,615
- Estimated Expense Ratio: 0.220% 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 | $283,697 | — | $283,697 | — | — |
| 2023 | $289,363 | — | $289,363 | — | — |
| 2022 | $301,308 | — | $301,308 | — | — |