AUMdb

The Odp Corporation Retirement Savings Plan

Sponsored by Odp International, Llc · EIN 872687219 · Plan #001

Total assets
$1.3B
Net assets
$1.3B
Active participants
16,819
With balances
21,023

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $813,492
Strategic Advisors, Inc. Investment advisory (plan) $163,144
Sageview Advisory Group, Llc Investment advisory (plan) $110,000
Marcum Llp Accounting $67,465
Kilpatrick Townsend & Stockton Llp Legal $31,608