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Original filing (PDF)20250729080828NAL0001420771001
ODYSSEY SYSTEMS CONSULTING GROUP
Form 5500
FILING_RECEIVED
ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN
401(k) retirement plan
Active participants
1,397
Accounts w/ balance
1,567
Plan assets (EOY)
$125.8M
Net assets (EOY)
$125.8M
How this plan invests
This plan
1 pooled trust
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ODYSSEY SYSTEMS CONSULTING GROUP.
Plan sponsor
Name
ODYSSEY SYSTEMS CONSULTING GROUP
EIN
04-3373471
Address
201 EDGEWATER DRIVE · SUITE 270 · WAKEFIELD, MA · 01880
Phone
(781) 245-0111
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Investments
49 direct securities · 1 pooled fund· $127.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$125.9M
49 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual fund - | — | — | — | $14.5M | 11.5% | |
| Trp Retirement 2030 Mutual fund - | — | — | — | $12.5M | 9.9% | |
| Trp Retirement 2035 Mutual fund - | — | — | — | $11.2M | 8.9% | |
| Trp Retirement 2025 Mutual fund - | — | — | — | $10.9M | 8.6% | |
| Trp Retirement 2045 Mutual fund - | — | — | — | $7.7M | 6.1% | |
| Trp Retirement 2040 Mutual fund - | — | — | — | $7.0M | 5.6% | |
| Putn Global Tech A Mutual fund - | — | — | — | $6.6M | 5.2% | |
| Trp Retirement 2050 Mutual fund - | — | — | — | $5.6M | 4.4% | |
| Trp Retirement 2055 Mutual fund - | — | — | — | $3.8M | 3.0% | |
| Harbor Cap App Inst Mutual fund - | — | — | — | $3.6M | 2.9% | |
| Loomis Growth A Mutual fund - | — | — | — | $3.0M | 2.4% | |
| Af Fundmntl Inv R6 Mutual fund - | — | — | — | $3.0M | 2.4% | |
| Trp Retirement 2060 Mutual fund - | — | — | — | $2.7M | 2.1% | |
| Trp Retirement 2020 Mutual fund - | — | — | — | $2.5M | 2.0% | |
| Trp Cap Appreciation Mutual fund - | — | — | — | $2.5M | 2.0% | |
| Invs Sm Cap Val A Mutual fund - | — | — | — | $2.5M | 2.0% | |
| Fid Govt Mmkt K6 Mutual fund - | — | — | — | $2.2M | 1.7% | |
| Ld Abt Dev Grth R6 Mutual fund - | — | — | — | $2.2M | 1.7% | |
| J H Enterprise N Mutual fund - | — | — | — | $2.1M | 1.7% | |
| Fid Extd Mkt Idx Mutual fund - | — | — | — | $2.0M | 1.6% | |
| Putn Lg Cap Val R6 Mutual fund - | — | — | — | $1.9M | 1.5% | |
| Trp Retirement 2015 Mutual fund - | — | — | — | $1.9M | 1.5% | |
| Victory S Est Val R6 Mutual fund - | — | — | — | $1.7M | 1.3% | |
| Trp Retirement 2010 Mutual fund - | — | — | — | $1.6M | 1.3% | |
| Fa Stable Value Ii Common/collective trust - | — | — | — | $1.5M | 1.2% | |
| Pgim High Yield R6 Mutual fund - | — | — | — | $1.5M | 1.2% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Participant Loans Interest Rate (4.25% - | — | — | — | $1.2M | 1.0% | |
| Trp Large-Cap Grth I Mutual fund - | — | — | — | $1.0M | 0.8% | |
| Fid Glb Ex Us Idx Mutual fund - | — | — | — | $710K | 0.6% | |
| Fid Us Bond Idx Mutual fund - | — | — | — | $701K | 0.6% | |
| Af Europac Growth R6 Mutual fund - $ | — | — | — | $655K | 0.5% | |
| Af American Mutal R5 Mutual fund - | — | — | — | $546K | 0.4% | |
| Dodge&Cox Intl Stk I Mutual fund - | — | — | — | $510K | 0.4% | |
| Am Cent Smcap Val R6 Mutual fund - | — | — | — | $393K | 0.3% | |
| C&S Global Realty A Mutual fund - | — | — | — | $303K | 0.2% | |
| Trp Retire Bal Mutual fund - | — | — | — | $253K | 0.2% | |
| Fa Small Cap Gr Z Mutual fund - | — | — | — | $246K | 0.2% | |
| Mfs Bl Rsh Mdcpeq R6 Mutual fund - | — | — | — | $228K | 0.2% | |
| Fa New Markets Inc A Mutual fund - | — | — | — | $201K | 0.2% | |
| Pif Small Cap R3 Mutual fund - | — | — | — | $188K | 0.1% | |
| Col Emrg Mkt I3 Mutual fund - | — | — | — | $187K | 0.1% | |
| Baron Small Cap Inst Mutual fund - | — | — | — | $172K | 0.1% | |
| Mfs Intl Equity R6 Mutual fund - | — | — | — | $70K | <0.1% | |
| Ev Emg Mkt Debt Op I Mutual fund - | — | — | — | $69K | <0.1% | |
| Trp Retirement 2005 Mutual fund - | — | — | — | $48K | <0.1% | |
| Pgim Sh Dur Ms Bd R6 Mutual fund - | — | — | — | $46K | <0.1% | |
| Fh Mdt Sm Cap Core A Mutual fund - | — | — | — | $30K | <0.1% | |
| Fa Focus Emrg Mkts Z Mutual fund - | — | — | — | $28K | <0.1% | |
| Pgim High Yield A Mutual fund - | — | — | — | $5K | <0.1% |
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