Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MELISSA FERRON HEALTHCARE CONSULTING, LLC DBA ICODIFY
EIN 61-1504918InformationLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
26
970 W. BROADWAY, STE E, PMB 514 - JACKSON, WY 83001310-377-9010
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 26 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#002
ICODIFY PROFIT SHARING PLAN
ProfitSharing
Assets$2.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ICODIFY CASH BALANCE PENSION PLAN
CashBalance
Assets$6K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ICODIFY PROFIT SHARING PLAN | ProfitSharing | $2.2M | 23 | 2024 | |
| 001 | ICODIFY CASH BALANCE PENSION PLAN | CashBalance | $6K | 3 | 2024 |
Retirement plans