# Codac Health, Recovery & Wellness, INC. 403(b) Plan
Source: https://planprovider.pro/companies/codac-health-recovery-wellness-nc-403b-plan

> Codac Health, Recovery & Wellness, INC.'s 403(b) plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Codac Health, Recovery & Wellness, INC.

- **Sponsor EIN:** 237086112

- **Sponsor Address:** 1650 E. FT. LOWELL ROAD, STE. 202, TUCSON, AZ, 85719

- **Plan Type:** 403(b)

- **Total Participants:** 272

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|272|$11.0M|$377,347|$1.1M|

| 2023|318|$9.8M|$379,986|$1.1M|

| 2022|290|$8.5M|$353,026|$999,121|

## 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|

| LUDWIG KLEWER & RUDNER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LUDWIG KLEWER & RUDNER PLLC](https://planprovider.pro/provider/ludwig-klewer-and-rudner-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$44,557|—|—|—|—|

| 2023|$12,741|$12,741|—|—|—|

| 2022|$34,283|$34,283|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/codac-health-recovery-wellness-nc-403b-plan)

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