Plan Ledger DOL Form 5500 · updated monthly

Codeworks, L.L.C401(k)

CODEWORKS, LLC 401(K) RETIREMENT SAVINGS PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Codeworks, L.L.C reported $49,431 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $2,345 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 0.44% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,368th of 1,936), and 8,438th of 11,654 in professional & technical services. In 2024, employees put in $3.22 for every $1.00 the employer contributed; active participation has shrunk from 158 to 97 since 2022.

Plan summary
Net assets, end of year$8,658,594
Participants with balances163
Active participants97
Employer contributions$227,446
Employee contributions$732,245
Employer contribution per active participant$2,345
Average account balance$53,120
Benefits paid to participants$1,313,161
Plan auditUnmodified (clean) audit opinion
AuditorDUFEK & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 163 accts · $227K emplr
2023$7.9M · 169 accts · $245K emplr
2022$7.3M · 156 accts · $218K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,766
Investment management$31,665
Total administrative$49,431
The Codeworks, L.L.C 401(k) match · 2024
Employer contribution per active participant$2,345
Median for plans this size$1,313
2024$2,345 per active participant
2023$2,472 per active participant
2022$1,378 per active participant

Codeworks, L.L.C's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
GALLAGHER BENEFIT SERVICES · Recordkeeping · Pension consulting$20,014
ADP, INC. · Loan processing · Recordkeeping$18,917
DUFEK & COMPANY LLC · Recordkeeping · Pension consulting$7,000

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

Recordkeeper by year2
2024ADP, DUFEK & COMPANY LLC, GALLAGHER BENEFIT SERVICES
2023ADP, DUFEK & COMPANY LLC, GALLAGHER BENEFIT SERVICES

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Administrative cost history3
2024$49,431 · 0.60%
2023$36,591 · 0.48%
2022$33,208 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Keylink Holdings, LLC WI$9.0M · 0.72%
Kmsjr, Inc. WI$7.7M · 0.83%
Capps LLC WI$7.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831427700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.