LISA Toennies signed Codeworks, L.L.C's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Codeworks, L.L.C's EIN is 83-1427700.
Download the official 2024 Form 5500 (PDF) for Codeworks, L.L.C from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Codeworks, L.L.C's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $20K | — |
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFEK & COMPANY LLC | 27-1515696 | — | ACCOUNTANT | $7K | — |
