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Original filing (PDF)20250820051211NAL0001465283001
CODEWORKS, L.L.C
Form 5500
FILING_RECEIVED
CODEWORKS, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
163
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CODEWORKS, L.L.C.
Plan sponsor
Name
CODEWORKS, L.L.C
EIN
83-1427700
Address
17800 W CAPITOL DRIVE · BROOKFIELD, WI · 53045
Phone
(262) 432-8333
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
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DUFEK & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFEK & COMPANY LLC | 27-1515696 | — | ACCOUNTANT | $7K | — |
Investments
27 direct securities· $8.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.1M | 12.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $875K | 10.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $809K | 9.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $532K | 6.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $479K | 5.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $442K | 5.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $423K | 4.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $392K | 4.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $379K | 4.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $379K | 4.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $346K | 4.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $327K | 3.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $305K | 3.5% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $288K | 3.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $280K | 3.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $198K | 2.3% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $183K | 2.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $168K | 1.9% | |
| PIMCO GNMA GOVTSECUR-INST | Registered Investment Companies | — | — | $140K | 1.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $115K | 1.3% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $108K | 1.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $102K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $98K | 1.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $68K | 0.8% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $45K | 0.5% | |
| GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $28K | 0.3% | |
| MFS GLOBAL TOTAL RETURN R6 | Registered Investment Companies | — | — | $20K | 0.2% |
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