Original filing (PDF)20260413152137NAL0020579107001

Odyssey Group LLC DBA Odyssey Group Wealth Advisors

Name: Odyssey Group LLC DBA Odyssey Group Wealth Advisors — Form 5500 Plan 001 (2025)
Creator: Odyssey Group LLC DBA Odyssey Group Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Odyssey Group 401(k) Plan

401(k) retirement plan · Odyssey Group LLC DBA Odyssey Group Wealth Advisors' Odyssey Group 401(k) Plan held $672K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

People on this filing

Aaron Sherman signed Odyssey Group LLC DBA Odyssey Group Wealth Advisors' 2025 Form 5500 as plan administrator.

Aaron Sherman — 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 Group LLC DBA Odyssey Group Wealth Advisors' EIN is 82-5040340.

EIN 82-5040340

Plan number 001

Plan year 2025

ACK ID 20260413152137NAL0020579107001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Odyssey Group LLC DBA Odyssey Group Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Odyssey Group LLC DBA Odyssey Group Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score