# Coda Resources Ltd 401(k) Plan
Source: https://planprovider.pro/companies/coda-resources-ltd-401k-plan

> Coda Resources Ltd's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PEASE BELL CPAS, LLC](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/coda-resources-ltd-401k-plan)

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