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Original filing (PDF)20250926162936NAL0004098531001
CO-DIAGNOSTICS, INC.
Form 5500
FILING_RECEIVED
CO-DIAGNOSTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
131
Accounts w/ balance
163
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CO-DIAGNOSTICS, INC..
Plan sponsor
Name
CO-DIAGNOSTICS, INC.
EIN
46-2609396
Address
2401 SOUTH FOOTHILL DR. · SUITE D · SALT LAKE CITY, UT · 84109
Phone
(801) 438-1036
Industry
Manufacturingsee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TANNER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
22 direct securities · 1 pooled fund· $4.5M(68% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.4M
22 holdings
Common Collective Trust
$125K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Inst'l Fidelity 0 | — | — | — | $713K | 10.9% | |
| Fidelity Freedom? Index 2040 Instl Prem Fidelity 0 | — | — | — | $697K | 10.6% | |
| Fidelity Freedom? Index 2030 Instl Prem Fidelity 0 | — | — | — | $439K | 6.7% | |
| Fidelity Freedom? Index 2025 Instl Prem Fidelity 0 | — | — | — | $315K | 4.8% | |
| Fidelity Freedom? Index 2045 Instl Prem Fidelity 0 | — | — | — | $309K | 4.7% | |
| Fidelity Freedom? Index 2035 Instl Prem Fidelity 0 | — | — | — | $292K | 4.4% | |
| Fidelity Freedom? Index 2055 Instl Prem Fidelity 0 | — | — | — | $259K | 3.9% | |
| Fidelity Mid Cap Index Fund - Inst'l Fidelity 0 | — | — | — | $243K | 3.7% | |
| Fidelity? International Index Fidelity 0 | — | — | — | $210K | 3.2% | |
| Fidelity Freedom? Index 2050 Instl Prem Fidelity 0 | — | — | — | $209K | 3.2% | |
| Fidelity Freedom? Index 2060 Instl Prem Fidelity 0 | — | — | — | $183K | 2.8% | |
| Fidelity Freedom? Index 2065 Instl Prm Fidelity 0 | — | — | — | $139K | 2.1% | |
| GALLIARD RETIREMENT INCOME FUND 35 WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 821 | Common Collective Trust | — | — | $125K | 1.9% | |
| Galliard Retirement Income Fund 35 Galliard 0 | — | — | — | $101K | 1.5% | |
| Fidelity Freedom? Index 2015 Instl Prem Fidelity 0 70 Fidelity Freedom? Index 2020 Instl Prem Fidelity 0 | — | — | — | $88K | 1.3% | |
| Fidelity Small Cap Index Fund - Inst'l Fidelity 0 | — | — | — | $67K | 1.0% | |
| JANUS HENDERSON TRITON N JANUS 0 | — | — | — | $37K | 0.6% | |
| Fidelity Freedom? Index 2010 Instl Prem Fidelity 0 | — | — | — | $19K | 0.3% | |
| Forfeitures in suspense FORFEITURES 0 | — | — | — | $16K | 0.2% | |
| JP Morgan Equity Income R6 JP Morgan 0 | — | — | — | $14K | 0.2% | |
| Undiscovered Managers Behavioral Val R6 Undiscovered 0 | — | — | — | $11K | 0.2% | |
| Fidelity Freedom? Index Inc Instl Prem Fidelity 0 | — | — | — | $2K | <0.1% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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