# Codeworks, L.L.C 401(k) Plan
Source: https://planprovider.pro/companies/codeworks-l-l-c-401k-plan

> Codeworks, L.L.C's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dufek-and-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|—|—|—|—|

## Similar Plans

- [Keylink Holdings, LLC](https://planprovider.pro/companies/keylink-holdings-llc-401k-plan) — 97 participants

- [Redox, INC.](https://planprovider.pro/companies/redox-inc-401k-plan) — 139 participants

- [Nelco Electric, INC.](https://planprovider.pro/companies/nelco-electric-inc-plan) — 31 participants

- [Tribute Technology Us LLC](https://planprovider.pro/companies/tribute-technology-us-llc-401k-plan) — 167 participants

- [Real Time Automation, INC.](https://planprovider.pro/companies/real-time-automation-inc-plan) — 24 participants

- [The Infosoft Group LLC](https://planprovider.pro/companies/the-infosoft-group-llc-401k-plan) — 183 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/codeworks-l-l-c-401k-plan)

© 2026 PlanProvider.Pro