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Original filing (PDF)20250626094625NAL0008847121001
CODEMETTLE LLC
Form 5500
FILING_RECEIVED
CODEMETTLE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
80
Accounts w/ balance
98
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index" is 38% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CODEMETTLE LLC.
Plan sponsor
Name
CODEMETTLE LLC
EIN
20-0411120
Address
6 CONCOURSE PARKWAY NE SUITE 2500 · ATLANTA, GA · 30328
Phone
(678) 336-8590
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $35K | — |
Investments
22 direct securities · 1 pooled fund· $11.4M(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
$10.9M
22 holdings
Common Collective Trust
$438K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $4.4M | 38.2% | |
| Vanguard Balanced Index Fund Admiral Shares | — | — | — | $1.6M | 13.7% | |
| Fidelity Extended Market Index | — | — | — | $1.1M | 9.3% | |
| Vanguard Information Technlgy Index Fund Admrl Shares | — | — | — | $824K | 7.2% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $438K | 3.8% | |
| TIAA-CREF Lifecycle Index 2055 Fund Institutional Class | — | — | — | $434K | 3.8% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $426K | 3.7% | |
| Fidelity Small Cap Index | — | — | — | $392K | 3.4% | |
| Fidelity Multi-Asset Index | — | — | — | $364K | 3.2% | |
| TIAA-CREF Lifecycle Index 2040 Fund Institutional Class | — | — | — | $354K | 3.1% | |
| Fidelity Global ex US Index | — | — | — | $346K | 3.0% | |
| Natixis Sustainable Future 2055 Fund Class N | — | — | — | $229K | 2.0% | |
| American Funds New World Fund Class R-6 | — | — | — | $106K | 0.9% | |
| DFA Real Estate Securities Portfolio Institutional Cls | — | — | — | $85K | 0.7% | |
| Natixis Sustainable Future 2060 Fund Class N | — | — | — | $81K | 0.7% | |
| Participant loans Interest rates range from 5.75% to 9.50% - | — | — | — | $65K | 0.6% | |
| American Amer Century Stratgc Alloc: Consrvt Fnd R6 Cls | — | — | — | $63K | 0.6% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $58K | 0.5% | |
| Natixis Target Retirement 2030 Fund Class N | — | — | — | $47K | 0.4% | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | — | — | — | $38K | 0.3% | |
| Natixis Sustainable Future 2040 Fund Class N | — | — | — | $27K | 0.2% | |
| TIAA-CREF Lifecycle Index 2020 Fund Institutional Class | — | — | — | $9K | <0.1% | |
| TIAA-CREF Lifecycle Index Retirement Inc Fnd Instl Class | — | — | — | $6K | <0.1% |