Plan Snapshot
- Plan Sponsor: Code For America Labs, INC.
- Sponsor EIN: 271067272
- Sponsor Address: 2323 BROADWAY, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 161 | $16.0M | $733,135 | $2.0M |
| 2023 | 173 | $13.5M | $693,078 | $2.3M |
| 2022 | 198 | $9.2M | $270,042 | $894,812 |
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 |
|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS L | INVESTMENT ADVISOR | $49,888 | — | $49,888 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $29,967 | — | $29,967 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,101 | — | $6,101 |
| ABBOTT, STRINGHAM & LYNCH | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,956
- Estimated Expense Ratio: 0.538% 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 | $85,956 | $55,989 | — | — | — |
| 2023 | $60,914 | $38,367 | — | — | — |
| 2022 | $11,079 | — | $4,652 | — | $6,427 |