Plan Snapshot
- Plan Sponsor: The Odom Corporation
- Sponsor EIN: 910896486
- Sponsor Address: 11400 SE 8TH STREET, SUITE 300, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 2,316
- Total Assets: $126.6M
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 | 2,316 | $126.6M | $3.2M | $5.9M |
| 2023 | 2,032 | $117.4M | $3.0M | $5.4M |
| 2022 | 1,811 | $101.9M | $2.8M | $5.4M |
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 |
|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | NONE | $99,055 | — | $99,055 |
| PACIFIC PORTFOLIO CONSULTING | NONE | $35,000 | — | $35,000 |
| CHARLES SCHWAB BANK | NONE | $28,263 | — | $28,263 |
| GRANT THORNTON LLP | NONE | $26,818 | — | $26,818 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES — NONE
- CHARLES SCHWAB BANK — NONE
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,136
- Estimated Expense Ratio: 0.149% 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 | $189,885 | $35,000 | — | $26,818 | — |
| 2023 | $183,389 | $35,000 | — | $31,271 | — |
| 2022 | $176,830 | $35,000 | — | — | $108,756 |