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Sponsor portfolio

ODYSSEY SCHOOL

EIN 94-3278867-primary/secondary education-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
52
201 POLHEMUS RD - SAN MATEO, CA 944023654650-548-1500odysseyms.orgLinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
2 filings
#002403b-$1.1M - 20 part#001403b-$898K - 32 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • 403(B) TDA PLAN (#002)55%
  • 403(B) DC PLAN (#001)45%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) DC PLAN (#001)32
  • 403(B) TDA PLAN (#002)20
Total 52Click row to drill in

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 SCHOOL (CALIF.) 403(B) TDA PLAN

403b

Assets$1.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ODYSSEY SCHOOL (CALIF.) 403(B) DC PLAN

403b

Assets$898K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ODYSSEY SCHOOL (CALIF.) 403(B) TDA PLAN403b$1.1M202025
001ODYSSEY SCHOOL (CALIF.) 403(B) DC PLAN403b$898K322025
Retirement plans
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