# Codexis, INC. DC Plan
Source: https://planprovider.pro/companies/codexis-inc-plan-001

> Codexis, INC.'s DC plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/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|—|—|—|

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