AUMdb

Codeworks, Llc 401(k) Retirement Savings Plan

Sponsored by Codeworks, L.L.C · EIN 831427700 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
97
With balances
163

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
Gallagher Benefit Services Recordkeeping, Consulting (pension), Direct payment from the plan $20,014
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $18,917
Dufek & Company Llc Recordkeeping, Consulting (pension), Direct payment from the plan $7,000