Plan Snapshot
- Plan Sponsor: Odysseys Unlimited, INC.
- Sponsor EIN: 043413585
- Sponsor Address: 275 WASHINGTON STREET, STE 300, NEWTON, MA, 02458
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $16.3M
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 | 143 | $16.3M | $478,031 | $1.1M |
| 2023 | 139 | $12.8M | $431,986 | $1.0M |
| 2022 | 118 | $9.9M | $296,297 | $780,496 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $40,402 | $15,000 | — | — | — |
| 2023 | $33,583 | $15,000 | — | — | — |
| 2022 | $31,023 | $15,000 | — | — | — |