AUMdb

Odyssey Information Services I 401(k) Profit Sharing Plan & Trust

Sponsored by Odyssey Information Services I · EIN 752859772 · Plan #001

Total assets
$15.7M
Net assets
$15.7M
Active participants
351
With balances
389

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Focus 401 (K) Group, Llc CRD 172217 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Focus 401(k) Group, Llc Investment advisory (participants) $17,500