Original filing (PDF)20250625052719NAL0004535971001

CODREA FINANCIAL SERVICES

Name: CODREA FINANCIAL SERVICES — CODREA FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CODREA FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

CODREA FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$887K

Net assets (EOY)

$887K

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).

Decision-maker contacts

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

Plan sponsor

Name

CODREA FINANCIAL SERVICES

EIN

27-1675815all filings

Address

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

Phone

(614) 452-8185

Industry