How big is CODI Acquisition, LLC's plan?

CODI Acquisition, LLC's plan reported $2.4M in assets and 24 participants for 2024.

Original filing (PDF)20251001133924NAL0013307713001

CODI Acquisition, LLC

Name: CODI Acquisition, LLC — CODI Acquisition, LLC 401(k), Form 5500 (2024)
Creator: CODI Acquisition, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CODI Acquisition, LLC 401(k) Plan

401(k) retirement plan · CODI Acquisition, LLC's CODI Acquisition, LLC 401(k) Plan held $2.4M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Michael J Kelley signed CODI Acquisition, LLC's 2024 Form 5500 as plan administrator.

Michael J Kelley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CODI Acquisition, LLC's EIN is 82-4396826.

EIN 82-4396826

Plan number 001

Plan year 2024

ACK ID 20251001133924NAL0013307713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CODI Acquisition, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CODI Acquisition, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CODI ACQUISITION, LLC.

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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