Plan Snapshot
- Plan Sponsor: Codefied INC.
- Sponsor EIN: 462107962
- Sponsor Address: 4180 WYNKOOP STREET, SUITE 310, DENVER, CO, 80216
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,030
- Total Assets: $24.1M
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. |
|---|---|---|---|---|
| 2025 | 1,030 | $24.1M | $0 | $0 |
| 2024 | 782 | $17.4M | $719 | $4.3M |
| 2023 | 790 | $12.3M | $18,560 | $4.2M |
| 2022 | 712 | $6.6M | $0 | $3.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $50,108 | — | $50,108 |
| CAMBRIDGE INVESTMENT GROUP | Investment Advisor | $48,464 | — | $48,464 |
| PREMIER PLAN CONSULTANTS INC | Other Service Provider | $17,800 | $9,918 | $27,718 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,290
- Estimated Expense Ratio: 0.523% 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 | $2,299,220 | — | $120,841 | — | — |
| 2024 | $96,192 | — | $96,192 | — | — |
| 2023 | $67,894 | — | $67,894 | — | — |
| 2022 | $23,609 | $23,609 | — | — | — |