Republic Odyssey 401(k) Plan
Sponsored by Odyssey Holdings Ltd. · EIN 364270630 · Plan #002
- Total assets
- $36.6M
- Net assets
- $36.6M
- Active participants
- 490
- With balances
- 507
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 |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forest Capital Management Llc | Investment advisory (plan) | $28,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$6,803 |