Sponsor portfolio
CODY FINANCIAL MORTGAGE SERVICES, INC.
EIN 25-1810739financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
5
4823 E. TRINDLE ROAD, SUITE 200 - MECHANICSBURG, PA 17050717-761-6000codyfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CODY FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.1M | 5 | 2025 |
Retirement plans