AUMdb

Codac, Inc. Retirement Plan

Sponsored by Codac, Inc. · EIN 050414696 · Plan #001

Total assets
$870K
Net assets
$865K
Active participants
104
With balances
146

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing

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
The Capital Group Investment Adviso Investment management fees (direct) $8,565