Odyssey Charter School 401(k) match, vesting and fees
What Odyssey Charter School's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Paychex, Inc. | Schedule C ↗ |
| Independent auditor | Mike Aversano Cpa PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 713 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Odyssey Charter School: employer contribution per participant | $1,972 | |
| Peer median | $813 |
| Odyssey Charter School: average balance | $23,380 | |
| Peer median | $22,335 |
| Odyssey Charter School: admin expenses ÷ assets | 1.38% | |
| Peer median | 0.62% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2M at the end of plan year 2023 to $3.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 283 | $3.9M | $325K | $1,972 | 1.38% | Not published | Form 5500 ↗ |
| 2024 | 322 | $2.9M | $296K | $1,510 | 0.80% | Not published | Form 5500 ↗ |
| 2023 | 301 | $2M | $50K | $264 | 0.43% | Not published | Form 5500 ↗ |
Other Odyssey Charter School plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Odyssey Charter School, Inc. 401(k) Profit Sharing Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Delta Capital Management LLC | 2021 Schedule C ↗ |
| Independent auditor | Grennan Fender, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
The recordkeeper is from the plan year 2021 filing, the latest that names one. The other rows are from the plan year 2022 filing.
Common questions
Does Odyssey Charter School match 401(k) contributions?
The match terms for the Odyssey Charter School Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $325K in employer contributions, about $1,972 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Odyssey Charter School 401(k) match vested?
The vesting schedule for the Odyssey Charter School Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Odyssey Charter School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Paychex, Inc.. The plan administrator is ERISA Fiduciary Services, Inc..
I left Odyssey Charter School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Paychex, Inc.. The Odyssey Charter School old 401(k) page lists the contacts from every plan filing. Find an old Odyssey Charter School 401(k)
Data from the public Form 5500 annual reports Odyssey Charter School filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Odyssey Charter School. Not financial advice. Report a correction · Methodology