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Original filing (PDF)20251010095449NAL0007468545001
CODA RESOURCES LTD
Form 5500
FILING_RECEIVED
CODA RESOURCES LTD. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
141
Accounts w/ balance
175
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CODA RESOURCES LTD.
Plan sponsor
Name
CODA RESOURCES LTD
EIN
13-1974671
Address
75 LOWER MAIN STREET · SUITE 200 · ABERDEEN, NJ · 07747
Phone
(718) 649-1666
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PEASE BELL CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | ADVISOR | $39K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
21 direct securities · 1 pooled fund· $19.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.2M
21 holdings
Common Collective Trust
$792K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Fund 2030 Registered Investment Company | — | — | — | $2.9M | 15.6% | |
| Vanguard Target Retirement Fund 2060 Registered Investment Company | — | — | — | $1.9M | 10.3% | |
| Vanguard Target Retirement Fund 2035 Registered Investment Company | — | — | — | $1.8M | 9.8% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $1.6M | 8.7% | |
| Vanguard Growth Index Fund Admiral Shares Registered Investment Company | — | — | — | $1.4M | 7.5% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $1.1M | 6.0% | |
| Vanguard Target Retirement Fund 2045 Registered Investment Company | — | — | — | $1.0M | 5.6% | |
| Vanguard Target Retirement Fund 2025 Registered Investment Company | — | — | — | $920K | 5.0% | |
| Vanguard Target Retirement Fund 2050 Registered Investment Company | — | — | — | $810K | 4.4% | |
| Vanguard Target Retirement Fund 2055 Registered Investment Company | — | — | — | $807K | 4.4% | |
| Vanguard Equity-Income Fund Admiral Shares Registered Investment Company | — | — | — | $797K | 4.3% | |
| Galliard Stable Return Fund C Common/Collective Trust | — | — | — | $792K | 4.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $792K | 4.3% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $653K | 3.6% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $454K | 2.5% | |
| American Funds Europacific Growth Fund Class R6 Registered Investment Company | — | — | — | $282K | 1.5% | |
| Vanguard Target Retirement Fund 2020 Registered Investment Company | — | — | — | $227K | 1.2% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $218K | 1.2% | |
| Western Asset Core Bond Fund Class I Registered Investment Company | — | — | — | $192K | 1.0% | |
| PGIM Jennison Emerging Markets EquityJanuary 1, 2024 to November 4, 2024 Opportunities Fund Class R6 Registered Investment Company | — | — | — | $185K | 1.0% | |
| Participant loans 3.25% - 9.50% $-0- | — | — | — | $133K | 0.7% | |
| Fidelity Total Bond Fund Registered Investment Company | — | — | — | $32K | 0.2% |
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