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Original filing (PDF)20251015171505NAL0010800338001
CODE FOR AMERICA LABS, INC.
Form 5500
FILING_RECEIVED
CODE FOR AMERICA 401(K) PLAN
401(k) retirement plan
Active participants
161
Accounts w/ balance
228
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CODE FOR AMERICA LABS, INC..
Plan sponsor
Name
CODE FOR AMERICA LABS, INC.
EIN
27-1067272
Address
2323 BROADWAY · OAKLAND, CA · 94612
Phone
(415) 553-7865
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
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
ABBOTT, STRINGHAM & LYNCH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS L | — | IRVINE, CA | INVESTMENT ADVISOR | $50K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
29 direct securities · 4 pooled funds· $16.0M(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
$15.6M
29 holdings
Common Collective Trust
$338K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Instl Prem Mutual fund † | — | — | — | $3.0M | 18.7% | |
| Fidelity 500 Index Mutual fund | — | — | — | $2.9M | 18.1% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual fund | — | — | — | $2.5M | 15.8% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual fund | — | — | — | $2.2M | 13.5% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual fund | — | — | — | $1.0M | 6.4% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual fund | — | — | — | $763K | 4.8% | |
| Fidelity International Index Mutual fund | — | — | — | $638K | 4.0% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual fund | — | — | — | $626K | 3.9% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $384K | 2.4% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual fund | — | — | — | $262K | 1.6% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $258K | 1.6% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $209K | 1.3% | |
| Fidelity Us Bond Index Mutual fund | — | — | — | $186K | 1.2% | |
| Putnam Large Cap Value R6 Mutual fund | — | — | — | $131K | 0.8% | |
| Fidelity Advisor International Growth Z Mutual fund | — | — | — | $122K | 0.8% | |
| American Funds New World R6 Mutual fund | — | — | — | $91K | 0.6% | |
| Fidelity Freedom Index Inc Instl Prem Mutual fund | — | — | — | $78K | 0.5% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual fund | — | — | — | $76K | 0.5% | |
| DFA Us Targeted Value I Mutual fund | — | — | — | $75K | 0.5% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual fund | — | — | — | $74K | 0.5% | |
| Invesco Real Estate R6 Mutual fund | — | — | — | $72K | 0.5% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $61K | 0.4% | |
| maturity through February 2029 | — | — | — | $58K | 0.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $51K | 0.3% | |
| American Funds Inflation Linked Bd R6 Mutual fund | — | — | — | $45K | 0.3% | |
| Jpmorgan Core Plus Bond R6 Mutual fund | — | — | — | $42K | 0.3% | |
| Blackrock High Yield Bond Portfolio K Mutual fund | — | — | — | $21K | 0.1% | |
| Pimco Commodity Real Ret Strat Instl Mutual fund | — | — | — | $20K | 0.1% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $17K | 0.1% | |
| Franklin Small Cap Growth R6 Mutual fund | — | — | — | $8K | <0.1% | |
| American Funds American Mutual R6 Mutual fund | — | — | — | $7K | <0.1% | |
| Pimco Income Instl Mutual fund | — | — | — | $6K | <0.1% | |
| Calvert Equity R6 Mutual fund | — | — | — | $6K | <0.1% |