Plan Ledger DOL Form 5500 · updated monthly

Odysseys Unlimited, Inc.401(k)

ODYSSEYS UNLIMITED, INC. 401(K) PLAN · NEWTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Odysseys Unlimited, Inc. reported $40,402 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,343 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Massachusetts (1,483rd of 2,726), and the 368th of 2,240 in accommodation & food services. In 2024, employees put in $2.40 for every $1.00 the employer contributed; active participation has grown from 118 to 143 since 2022.

Plan summary
Net assets, end of year$16,342,148
Participants with balances170
Active participants143
Employer contributions$478,031
Employee contributions$1,146,461
Employer contribution per active participant$3,343
Average account balance$96,130
Benefits paid to participants$113,091
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 170 accts · $478K emplr
2023$12.8M · 158 accts · $432K emplr
2022$9.9M · 141 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,402
Investment management$15,000
Total administrative$40,402
The Odysseys Unlimited, Inc. 401(k) match · 2024
Employer contribution per active participant$3,343
Median for plans this size$2,416
2024$3,343 per active participant
2023$3,108 per active participant
2022$2,511 per active participant

Odysseys Unlimited, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$25,402
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$15,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,402 · 0.28%
2023$33,583 · 0.30%
2022$31,023 · 0.29%
Same employer
Similar plansAccommodation & Food Services · Massachusetts
Urc, LLC MA$24.3M · 0.24%
Ngp Management, LLC MA$21.1M · 0.61%
Pr Management, Corp. MA$10.8M · 0.18%
Sole Proprietor, Inc. MA$10.3M · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043413585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.