Plan Snapshot
- Plan Sponsor: Kode Health, INC.
- Sponsor EIN: 871788471
- Sponsor Address: 54 W 8TH ST, HOLLAND, MI, 49423
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 119 | $1.9M | $360,316 | $586,249 |
| 2023 | 145 | $1.1M | $276,078 | $418,171 |
| 2022 | 105 | $328,085 | $86,144 | $160,226 |
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 |
|---|---|---|---|---|
| NOVOTNY CPA GROUP, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVOTNY CPA GROUP, PLC — 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 | $2,628 | $1,116 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |