Judith POLI signed Odyssey Systems Consulting Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Odyssey Systems Consulting Group's EIN is 04-3373471.
Download the official 2024 Form 5500 (PDF) for Odyssey Systems Consulting Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Odyssey Systems Consulting Group's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual fund - | Common Collective Trusts | — | — | $14.5M | 11.5% | |
| Trp Retirement 2030 Mutual fund - | Other securities | — | — | $12.5M | 9.9% | |
| Trp Retirement 2035 Mutual fund - | Other securities | — | — | $11.2M | 8.9% | |
| Trp Retirement 2025 Mutual fund - | Other securities | — | — | $10.9M | 8.6% | |
| Trp Retirement 2045 Mutual fund - | Other securities | — | — | $7.7M | 6.1% | |
| Trp Retirement 2040 Mutual fund - | Other securities | — | — | $7.0M | 5.6% | |
| Putn Global Tech A Mutual fund - | Other securities | — | — | $6.6M | 5.2% | |
| Trp Retirement 2050 Mutual fund - | Other securities | — | — | $5.6M | 4.4% | |
| Trp Retirement 2055 Mutual fund - | Other securities | — | — | $3.8M | 3.0% | |
| Harbor Cap App Inst Mutual fund - | Other securities | — | — | $3.6M | 2.9% | |
| Loomis Growth A Mutual fund - | Other securities | — | — | $3.0M | 2.4% | |
| Af Fundmntl Inv R6 Mutual fund - | Other securities | — | — | $3.0M | 2.4% | |
| Trp Retirement 2060 Mutual fund - | Other securities | — | — | $2.7M | 2.1% | |
| Trp Retirement 2020 Mutual fund - | Other securities | — | — | $2.5M | 2.0% | |
| Trp Cap Appreciation Mutual fund - | Other securities | — | — | $2.5M | 2.0% | |
| Invs Sm Cap Val A Mutual fund - | Other securities | — | — | $2.5M | 2.0% | |
| Fid Govt Mmkt K6 Mutual fund - | Mutual Funds | — | — | $2.2M | 1.7% | |
| Ld Abt Dev Grth R6 Mutual fund - | Other securities | — | — | $2.2M | 1.7% | |
| J H Enterprise N Mutual fund - | Other securities | — | — | $2.1M | 1.7% | |
| Fid Extd Mkt Idx Mutual fund - | Common Collective Trusts | — | — | $2.0M | 1.6% | |
| Putn Lg Cap Val R6 Mutual fund - | Other securities | — | — | $1.9M | 1.5% | |
| Trp Retirement 2015 Mutual fund - | Other securities | — | — | $1.9M | 1.5% | |
| Victory S Est Val R6 Mutual fund - | Other securities | — | — | $1.7M | 1.3% | |
| Trp Retirement 2010 Mutual fund - | Other securities | — | — | $1.6M | 1.3% | |
| Fa Stable Value Ii Common/collective trust - | Stable Value | — | — | $1.5M | 1.2% | |
| Pgim High Yield R6 Mutual fund - | Other securities | — | — | $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% - | Bonds / Notes | — | — | $1.2M | 1.0% | |
| Trp Large-Cap Grth I Mutual fund - | Other securities | — | — | $1.0M | 0.8% | |
| Fid Glb Ex Us Idx Mutual fund - | Common Collective Trusts | — | — | $710K | 0.6% | |
| Fid Us Bond Idx Mutual fund - | Common Collective Trusts | — | — | $701K | 0.6% | |
| Af Europac Growth R6 Mutual fund - $ | Other securities | — | — | $655K | 0.5% | |
| Af American Mutal R5 Mutual fund - | Other securities | — | — | $546K | 0.4% | |
| Dodge&Cox Intl Stk I Mutual fund - | Mutual Funds | — | — | $510K | 0.4% | |
| Am Cent Smcap Val R6 Mutual fund - | Other securities | — | — | $393K | 0.3% | |
| C&S Global Realty A Mutual fund - | Other securities | — | — | $303K | 0.2% | |
| Trp Retire Bal Mutual fund - | Other securities | — | — | $253K | 0.2% | |
| Fa Small Cap Gr Z Mutual fund - | Other securities | — | — | $246K | 0.2% | |
| Mfs Bl Rsh Mdcpeq R6 Mutual fund - | Mutual Funds | — | — | $228K | 0.2% | |
| Fa New Markets Inc A Mutual fund - | Common Stocks | — | — | $201K | 0.2% | |
| Pif Small Cap R3 Mutual fund - | Other securities | — | — | $188K | 0.1% | |
| Col Emrg Mkt I3 Mutual fund - | Other securities | — | — | $187K | 0.1% | |
| Baron Small Cap Inst Mutual fund - | Other securities | — | — | $172K | 0.1% | |
| Mfs Intl Equity R6 Mutual fund - | Mutual Funds | — | — | $70K | <0.1% | |
| Ev Emg Mkt Debt Op I Mutual fund - | Other securities | — | — | $69K | <0.1% | |
| Trp Retirement 2005 Mutual fund - | Other securities | — | — | $48K | <0.1% | |
| Pgim Sh Dur Ms Bd R6 Mutual fund - | Other securities | — | — | $46K | <0.1% | |
| Fh Mdt Sm Cap Core A Mutual fund - | Other securities | — | — | $30K | <0.1% | |
| Fa Focus Emrg Mkts Z Mutual fund - | Other securities | — | — | $28K | <0.1% | |
| Pgim High Yield A Mutual fund - | Other securities | — | — | $5K | <0.1% |
