Plan Ledger DOL Form 5500 · updated monthly

Codefied Inc.401(k)

HOUSECALL PRO 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.65%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Codefied Inc. reported $96,192 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1 per active participant. 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.

Across the 2 years on file its reported administrative ratio rose from 0.49% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 587th-largest of 1,461 plans among Colorado employers on file, and 6,062nd of 11,654 in professional & technical services. In 2024, employees put in $5965.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,286,099
Participants with balances759
Active participants782
Employer contributions$719
Employee contributions$4,289,079
Employer contribution per active participant$1
Average account balance$22,775
Benefits paid to participants$1,691,236
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 759 accts · $719 emplr
2023$12.2M · 759 accts · $19K emplr
2022$6.6M · 762 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,192
Total administrative$96,192
The Codefied Inc. 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$2,416
2024$1 per active participant
2023$23 per active participant

Codefied Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CAMBRIDGE INVESTMENT GROUP · Investment advisory (plan)$41,565
PREMIER PLAN CONSULTANTS INC · Contract administrator$14,475
EMPOWER ADVISORY GROUP, LLC · Investment management$1,051

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$96,192 · 0.65%
2023$67,894 · 0.72%
2022$23,609 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Colorado
Techstars Central, LLC CO$18.3M · 0.64%
Bcer Engineering Inc CO$18.0M · 0.40%
Sondermind, Inc. CO$17.5M · 0.43%
Kl&A, Inc. CO$17.3M · 0.43%
Knight Piesold and Co. CO$17.0M · 0.20%
Spinnaker Support, LLC CO$16.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462107962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.