Original filing (PDF)20250429094430NAL0000342849001

ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC

Name: ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC — ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN, Form 5500 (2023)
Creator: ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC

Form 5500-SF

FILING_RECEIVED

ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$5K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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.

Plan sponsor

Name

ODYSSEY PERSONAL FINANCIAL ADVISORS,LLC

EIN

20-4983478all filings

Address

500 SUN VALLEY DRIVE A6 · ROSWELL, GA · 30076

Phone

(770) 992-4444

Industry

Finance & Insurancesee all

Plan administrator