Plan Ledger DOL Form 5500 · updated monthly

Codac, Inc.403(b)

CODAC, INC. 403(B) PLAN · CRANSTON, RI · plan year 2022

Reported admin expense ratio · 2022
0.42%

Codac, Inc. reported $7,536 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Rhode Island (272nd of 286), and 10,511th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,444,620
Participants with balances40
Active participants166
Employer contributions—
Employee contributions$216,421
Employer contribution per active participant—
Average account balance$36,116
Benefits paid to participants$669,619
Plan auditUnmodified (clean) audit opinion
AuditorMULLEN SCORPIO CERILLI
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,536 · 0.42%
All plans at this employer2
CODAC, INC. RETIREMENT PLANProfit-sharing plan
CODAC, INC. 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Rhode Island
Home Care Advantage, Inc. RI$1.8M · 0.04%
Dr. Day Care, Inc. RI$908K · 0.12%
Joy Home Care, Inc. RI$757K · 0.39%
Northeast Behavioral RI$665K · 3.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050414696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.