Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
ODYSSEY ADVISORS, INC.
EIN 36-4560201management consultingLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
23
11 HAYWARD AVENUE, BUILDING 4 - COLCHESTER, CT 064151285860-537-9080odysseyadvisors.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ODYSSEY ADVISORS, INC. ROTH 401(K) PLAN
401k
Assets$9.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
ODYSSEY ADVISORS CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ODYSSEY ADVISORS, INC. ROTH 401(K) PLAN | 401k | $9.9M | 12 | 2025 | |
| 004 | ODYSSEY ADVISORS CASH BALANCE PLAN | CashBalance | $2.3M | 11 | 2025 |
Retirement plans