Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
CODAZEN INC.
EIN 20-8499873computer softwareLatest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
186
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 186 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CODAZEN INC. 401(K) RETIREMENT PLAN
401k
Assets$5.1M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CODAZEN INC. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.8M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CODAZEN INC. 401(K) RETIREMENT PLAN | 401k | $5.1M | 102 | 2024 | |
| 002 | CODAZEN INC. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.8M | 84 | 2024 |
Retirement plans