Plan Snapshot
- Plan Sponsor: Coda Resources Ltd
- Sponsor EIN: 131974671
- Sponsor Address: 75 LOWER MAIN STREET, ABERDEEN, NJ, 07747
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $18.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $18.4M | $344,615 | $1.1M |
| 2023 | 127 | $15.4M | $323,932 | $1.0M |
| 2022 | 138 | $12.4M | $280,828 | $773,843 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VALMARK ADVISERS INC | ADVISOR | $39,239 | — | $39,239 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $31,184 | — | $31,184 |
| PEASE BELL CPAS, LLC | Auditor | $3,500 | — | $3,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,923
- Estimated Expense Ratio: 0.403% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $73,923 | $39,239 | — | $3,500 | — |
| 2023 | $68,259 | $32,401 | — | $9,950 | — |
| 2022 | $59,195 | — | — | — | — |