Plan Snapshot
- Plan Sponsor: Codescience INC.
- Sponsor EIN: 271479675
- Sponsor Address: 711 SIGNAL MOUNTAIN RD., CHATTANOOGA, TN, 37405
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $843,307
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 | 2 | $843,307 | $222,968 | $496,477 |
| 2023 | 74 | $19.0M | $580,139 | $1.4M |
| 2022 | 106 | $17.4M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| MILLER CPA, PLLC | Auditor | — | — | $0 |
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 | $82,783 | $71,689 | — | — | — |
| 2023 | $86,901 | $74,030 | $300 | — | — |
| 2022 | $117,953 | — | — | — | — |