Plan Snapshot
- Plan Sponsor: Code.Org
- Sponsor EIN: 460858543
- Sponsor Address: 720 SENECA ST, SEATTLE, WA, 98101
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 199
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 199 | $14.2M | $0 | $0 |
| 2024 | 128 | $10.9M | $11,923 | $1.4M |
| 2023 | 129 | $8.8M | $3,427 | $1.1M |
| 2022 | 112 | $6.6M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| CUTLER INVESTMENT COUNSEL | Other Service Provider | $38,365 | — | $38,365 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,365
- Estimated Expense Ratio: 0.271% 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 |
|---|---|---|---|---|---|
| 2025 | $457,185 | $38,365 | $1,508 | — | — |
| 2024 | $43,374 | $34,532 | $8,842 | — | — |
| 2023 | $30,675 | $29,056 | $1,619 | — | — |
| 2022 | $27,248 | $26,873 | $375 | — | — |