How big is Codrea Financial Services' plan?

Codrea Financial Services' plan reported $887K in assets and 8 participants for 2024.

Original filing (PDF)20250625052719NAL0004535971001

Codrea Financial Services

Name: Codrea Financial Services — Codrea Financial, Form 5500 (2024)
Creator: Codrea Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Codrea Financial Services 401(k) Profit Sharing Plan

401(k) retirement plan · Codrea Financial Services' Codrea Financial Services 401(k) Profit Sharing Plan held $887K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$887K

Net assets (EOY)

$887K

Plan identifiers

Codrea Financial Services' EIN is 27-1675815.

EIN 27-1675815

Plan number 001

Plan year 2024

ACK ID 20250625052719NAL0004535971001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Codrea Financial Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CODREA FINANCIAL SERVICES

EIN

all filings

Address

141 W. SCHROCK RD. · WESTERVILLE, OH · 43081

Phone

(614) 452-8185

Industry

Finance & Insurance

Plan administrator