Code.Org 403(b) Plan
Sponsored by Code.Org · EIN 460858543 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 128
- With balances
- 176
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cutler Investment Counsel, Llc CRD 128483 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cutler Investment Counsel | Investment advisory (plan), Direct payment from the plan | $34,532 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $8,842 |