Retirement plan

CODA PROJECT 401(K) PLAN

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

CODA PROJECT, INC.EIN 46-5753311Plan #001PY 2024

888 VILLA ST, 4TH FL - MOUNTAIN VIEW, CA 94041561-267-1403codaprojects.comLinkedIn1-10 employees

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$18.3M

+37.7% from 2023

Total participants

251

-9.4% from 2023

Average account balance

$78,814

+50.1% from 2023

Annual return

21.53%

-3.27 pp from 2023

Benchmarks

See 6,285 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,285 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.28M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

232

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.

89.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+21.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 1 by compensation

Provider	Service type	Compensation
HUMAN INTEREST ADVISOR LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101	Contract Administrator	$37,057

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$37K

$198 / participant

Investment mgmt$37K100.0%

% of EOY assets

0.203%

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: ARMANINO LLP
Auditor EIN: 332514127
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,814

$101,591-22.4%

$147,096-46.4%

$74,429+5.9%

Participation rate

89.8%

75.5%+14.3pp

82.2%+7.7pp

67.2%+22.6pp

Annual return

21.53%

8746.45%-8724.9pp

419.75%-398.2pp

1368.38%-1346.9pp

Employer contribution / active EE

$3,813-100.0%

$4,936-100.0%

$2,625-100.0%

Participant deferral / active EE

$17,594

$7,302+140.9%

$8,071+118.0%

$4,348+304.6%

Admin fee / account holder

$160

$1,750-90.9%

$13,005-98.8%

$1,944-91.8%

Provider

Service type

Compensation

HUMAN INTEREST ADVISOR LLC3 years

Service code 13 · EIN 47-4307706

300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101

Contract Administrator

$37,057

CODA PROJECT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CODA PROJECT 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