Plan Snapshot
- Plan Sponsor: Codeworks, L.L.C
- Sponsor EIN: 831427700
- Sponsor Address: 17800 W CAPITOL DRIVE, BROOKFIELD, WI, 53045
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $8.7M
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 | 97 | $8.7M | $227,446 | $732,245 |
| 2023 | 99 | $7.9M | $244,705 | $710,620 |
| 2022 | 158 | $7.3M | $217,761 | $793,215 |
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 |
|---|---|---|---|---|
| DUFEK & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUFEK & COMPANY LLC — Auditor
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 | $49,431 | $31,665 | — | — | — |
| 2023 | $36,591 | $5,041 | — | $7,000 | — |
| 2022 | $33,208 | — | — | — | — |