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Original filing (PDF)20250915160633NAL0003341314001
CODEFIED INC.
Form 5500
FILING_RECEIVED
HOUSECALL PRO 401(K) PLAN
401(k) retirement plan
Signals · 1
49% in single holding
Active participants
782
Accounts w/ balance
759
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.3M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
76
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Fidelity FIDELITY 500 INDEX" is 49% of plan.
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CODEFIED INC..
Plan sponsor
Name
CODEFIED INC.
EIN
46-2107962
Address
4180 WYNKOOP STREET, SUITE 310 · DENVER, CO · 80216
Phone
(909) 815-4495
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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER PLAN CONSULTANTS INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
31 direct securities· $17.3M(99% of reported assets)
Uncategorized
$8.8M
30 holdings
Mutual Funds
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | Mutual Funds | — | — | $8.5M | 48.7% | |
| Fidelity GLOBAL EX US INDEX | — | — | — | $3.6M | 20.5% | |
| PGIM US REAL ESTATE R6 | — | — | — | $1.0M | 5.9% | |
| Fidelity ADVISOR INVESTMENT GR BD Z | — | — | — | $947K | 5.4% | |
| Fidelity FREEDOM INDEX 2050 INSTL PREM | — | — | — | $586K | 3.4% | |
| Fidelity INTERNATIONAL BOND INDEX | — | — | — | $413K | 2.4% | |
| Fidelity FREEDOM INDEX 2060 INSTL PREM | — | — | — | $322K | 1.9% | |
| Fidelity ADVISOR GROWTH OPPS Z | — | — | — | $317K | 1.8% | |
| Fidelity FREEDOM INDEX 2055 INSTL PREM | — | — | — | $258K | 1.5% | |
| Fidelity FREEDOM INDEX 2045 INSTL PREM | — | — | — | $225K | 1.3% | |
| Participant Loans * Notes receivable from participants Participant loans, maturing through 2034 at interest rates of 4.25% to 9.50% -0- | — | — | — | $169K | 1.0% | |
| Fidelity MID CAP INDEX | — | — | — | $160K | 0.9% | |
| Fidelity SMALL CAP INDEX | — | — | — | $143K | 0.8% | |
| Fidelity INTERNATIONAL INDEX | — | — | — | $127K | 0.7% | |
| Fidelity ADVISOR GROWTH & INCOME Z | — | — | — | $113K | 0.6% | |
| Fidelity FREEDOM INDEX 2065 INSTL PREM | — | — | — | $105K | 0.6% | |
| Fidelity FREEDOM INDEX 2040 INSTL PREM | — | — | — | $60K | 0.3% | |
| Fixed annuities * Empower EI FIXED ACCOUNT - SERIES CLASS I | — | — | — | $58K | 0.3% | |
| Invesco DISCOVERY MID CAP GROWTH R6 | — | — | — | $53K | 0.3% | |
| Fidelity EMERGING MARKETS INDEX | — | — | — | $37K | 0.2% | |
| Fidelity FREEDOM INDEX 2010 INSTL PREM | — | — | — | $28K | 0.2% | |
| American Funds AMERICAN FUNDS INFLATION LINKED BD R6 | — | — | — | $25K | 0.1% | |
| Fidelity ADVISOR SMALL CAP GROWTH Z | — | — | — | $21K | 0.1% | |
| Fidelity FREEDOM INDEX 2030 INSTL PREM | — | — | — | $19K | 0.1% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $19K | 0.1% | |
| Fidelity FREEDOM INDEX 2035 INSTL PREM | — | — | — | $15K | <0.1% | |
| JP Morgan JPMORGAN U.S. VALUE R6 | — | — | — | $5K | <0.1% | |
| Allspring SMALL COMPANY VALUE R6 | — | — | — | $3K | <0.1% | |
| Fidelity FREEDOM INDEX INC INSTL PREM | — | — | — | $2K | <0.1% | |
| MFS Investment Management MFS MID CAP VALUE R6 | — | — | — | $2K | <0.1% | |
| Fidelity FREEDOM INDEX 2025 INSTL PREM | — | — | — | $1K | <0.1% |
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