Plan Snapshot
- Plan Sponsor: Codexis, INC.
- Sponsor EIN: 710872999
- Sponsor Address: 200 PENOBSCOT DRIVE, REDWOOD CITY, CA, 94063
- Plan Type: DC
- Total Participants: 193
- Total Assets: $56.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 193 | $56.1M | $1.1M | $3.2M |
| 2023 | 172 | $46.9M | $1.7M | $3.6M |
| 2022 | 252 | $38.6M | $1.6M | $3.9M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $74,055 | — | $74,055 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,737 | — | $37,737 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,722 | — | $14,722 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,514
- Estimated Expense Ratio: 0.226% 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 | $126,513 | $88,776 | — | — | — |
| 2023 | $103,121 | $92,127 | $300 | — | — |
| 2022 | $12,615 | $6,974 | — | — | — |