Plan Snapshot
- Plan Sponsor: Odyssey Space Research, L.L.C.
- Sponsor EIN: 200381879
- Sponsor Address: 1120 NASA PKWY SUITE 505, HOUSTON, TX, 77058
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $24.7M
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 | 152 | $24.7M | $801,634 | $1.6M |
| 2023 | 146 | $20.8M | $706,955 | $1.5M |
| 2022 | 128 | $15.6M | $594,575 | $1.2M |
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 |
|---|---|---|---|---|
| FITTS, ROBERTS, KOLKHORST & CO, PC | Auditor | — | — | $0 |
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 | $72,320 | $1,662 | $70,508 | — | — |
| 2023 | $54,528 | $424 | $54,054 | — | — |
| 2022 | $49,896 | — | — | — | — |