How big is Odyssey Personal Financial Advisors,LLC's plan?

Odyssey Personal Financial Advisors,LLC's plan reported $16K in assets and 3 participants for 2023.

Original filing (PDF)20250429094430NAL0000342849001

Odyssey Personal Financial Advisors,LLC

Name: Odyssey Personal Financial Advisors,LLC — Form 5500 Plan 501 (2023)
Creator: Odyssey Personal Financial Advisors,LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Odyssey Personal Financial Advisors,LLC GCF Benefit Plan

Health & welfare plan · Odyssey Personal Financial Advisors,LLC's Odyssey Personal Financial Advisors,LLC GCF Benefit Plan held $16K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$5K

People on this filing

Morgan Law signed Odyssey Personal Financial Advisors,LLC's 2023 Form 5500 as plan administrator.

Morgan Law — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Odyssey Personal Financial Advisors,LLC's EIN is 20-4983478.

EIN 20-4983478

Plan number 501

Plan year 2023

ACK ID 20250429094430NAL0000342849001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Odyssey Personal Financial Advisors,LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Odyssey Personal Financial Advisors,LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score