How big is CODA Financial Group's plan?

CODA Financial Group's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250717094104NAL0000016819012

CODA Financial Group

Name: CODA Financial Group — CODA Financial Group 401(k), Form 5500 (2024)
Creator: CODA Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CODA Financial Group 401(k)

401(k) retirement plan · CODA Financial Group's CODA Financial Group 401(k) held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Daniel D CODA signed CODA Financial Group's 2024 Form 5500 as plan administrator.

Daniel D CODA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CODA Financial Group's EIN is 26-3960495.

EIN 26-3960495

Plan number 001

Plan year 2024

ACK ID 20250717094104NAL0000016819012

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CODA Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CODA Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CODA FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score