AUMdb

Coda, Inc. 401(k) Plan

Sponsored by Coda, Inc. · EIN 930176860 · Plan #002

Total assets
$6.1M
Net assets
$6.1M
Active participants
212
With balances
151

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Other commissions, Recordkeeping fees, Other fees $8,216