Retirement plan

HOUSECALL PRO 401(K) PLAN

Name: CODEFIED INC. - HOUSECALL PRO 401(K) PLAN (2024) Form 5500
Creator: CODEFIED INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOUSECALL PRO 401(K) PLAN, CODEFIED INC.

CODEFIED INC.EIN 46-2107962Plan #001PY 2024

4180 WYNKOOP STREET, SUITE 310 - DENVER, CO 80216909-815-4495codefied.coLinkedIn51-200 employeescomputer software

Prospect flagsLow participationLow assets / participantLow employer contributionFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$17.4M

+41.4% from 2023

Total participants

1,045

+16.2% from 2023

Average account balance

$22,923

+41.4% from 2023

Annual return

20.28%

-16.49 pp from 2023

Benchmarks

See 3,298 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,298 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$17.40M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$23K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

759

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

63.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.28%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$127

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
CAMBRIDGE INVESTMENT RESEARCH2 years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAN RD · FAIRFIELD, IA 52556	Advisory (Plan)	$41,565
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$38,459
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121	Contract Administrator	$14,475
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC. Service code 13	Contract Administrator	$7,206
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,051

Plan features & details

Pension benefit codes2E2F2J2K2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$96K

$123 / participant

Contract admin$96K100.0%

% of EOY assets

0.553%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: TANNER LLC
Auditor EIN: 202253063
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,923

$106,230-78.4%

$147,080-84.4%

$77,736-70.5%

Participation rate

63.4%

78.4%-15.0pp

82.2%-18.8pp

70.6%-7.2pp

Annual return

20.28%

56.91%-36.6pp

420.17%-399.9pp

31.26%-11.0pp

Employer contribution / active EE

$4,072-100.0%

$4,933-100.0%

$2,728-100.0%

Participant deferral / active EE

$5,485

$8,001-31.4%

$8,066-32.0%

$4,651+17.9%

Admin fee / account holder

$127

$338-62.5%

$12,989-99.0%

$433-70.8%

Provider

Service type

Compensation

CAMBRIDGE INVESTMENT RESEARCH2 years

Filed as: CAMBRIDGE INVESTMENT GROUP

Service code 27

1776 PLEASANT PLAN RD · FAIRFIELD, IA 52556

Advisory (Plan)

$41,565

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$38,459

PREMIER PLAN CONSULTANTS2 years

Filed as: PREMIER PLAN CONSULTANTS INC

Service code 13

6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121

Contract Administrator

$14,475

PREMIER PLAN CONSULTANTS2 years

Filed as: PREMIER PLAN CONSULTANTS INC.

Service code 13

Contract Administrator

$7,206

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,051

HOUSECALL PRO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOUSECALL PRO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion