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Original filing (PDF)20250414094310NAL0001663585001
CODAC, INC.
Form 5500
FILING_RECEIVED
CODAC, INC. RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
~90 bps in Sched C feesNo recordkeeper disclosed
Active participants
103
Accounts w/ balance
161
Plan assets (EOY)
$828K
Net assets (EOY)
$825K
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (90 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CODAC, INC..
Plan sponsor
Name
CODAC, INC.
EIN
05-0414696
Address
1052 PARK AVENUE · CRANSTON, RI · 02910
Phone
(401) 275-5038
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
MULLEN SCORPIO CERILLI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INVESTMENT ADVISO | — | CRANSTON, RI | INVESTMENT ADVISOR | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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