# Codefied INC. 401(k) Plan
Source: https://planprovider.pro/companies/codefied-inc-401k-plan

> Codefied INC.'s 401(k) plan: 782 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Codefied INC.

- **Sponsor EIN:** 462107962

- **Sponsor Address:** 4180 WYNKOOP STREET, SUITE 310, DENVER, CO, 80216

- **Plan Type:** 401(k)

- **Total Participants:** 782

- **Total Assets:** $17.4M

## 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|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|

| CAMBRIDGE INVESTMENT GROUP|INVESTMENT ADVISOR|$41,565|—|$41,565|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$38,459|—|$38,459|

| PREMIER PLAN CONSULTANTS INC|CONTRACT ADMIN|$14,475|$7,206|$21,681|

| TANNER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TANNER LLC](https://planprovider.pro/provider/tanner-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,705

- **Estimated Expense Ratio:** 0.585% 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|$96,192|—|$96,192|—|—|

| 2023|$67,894|—|$67,894|—|—|

| 2022|$23,609|$23,609|—|—|—|

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