Back to filter
Original filing (PDF)20250819220055NAL0005166034004
KODE HEALTH, INC.
Form 5500
FILING_RECEIVED
KODE HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
119
Accounts w/ balance
163
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Group Total Stock Index" is 39% of plan.
- 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 KODE HEALTH, INC..
Plan sponsor
Name
KODE HEALTH, INC.
EIN
87-1788471
Address
54 W 8TH ST · SUITE 110 · HOLLAND, MI · 49423
Phone
(616) 315-2528
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NOVOTNY CPA GROUP, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
17 direct securities· $1.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index | — | — | — | $739K | 39.1% | |
| Vanguard Group Bond Index | — | — | — | $252K | 13.4% | |
| Vanguard Funds Developed Markets Index | — | — | — | $232K | 12.3% | |
| Vanguard Information Technology Index | — | — | — | $158K | 8.4% | |
| Vanguard Emerging Markets Stock | — | — | — | $116K | 6.2% | |
| Vanguard Funds Total International Bond Index | — | — | — | $87K | 4.6% | |
| Vanguard Group Reserve Federal Money Market | — | — | — | $82K | 4.3% | |
| Vanguard Specialized Div REIT Index Fund | — | — | — | $66K | 3.5% | |
| Vanguard Financials Index | — | — | — | $27K | 1.4% | |
| Participant loans Participant loans maturing through March 2029 with interest of 8.5% to 9.5% 0 | — | — | — | $27K | 1.4% | |
| Vanguard Group Growth Index | — | — | — | $22K | 1.1% | |
| Vanguard Group Index 500 | — | — | — | $16K | 0.8% | |
| Vanguard Group Mid Cap Index | — | — | — | $14K | 0.7% | |
| Vanguard Short-Term Infl. Protected Sec. Index | — | — | — | $12K | 0.6% | |
| Vanguard Group Value Index | — | — | — | $11K | 0.6% | |
| Vanguard Group Mid Cap Growth ** 567 Vanguard Utilities Index Admiral | — | — | — | $4K | 0.2% | |
| Vanguard Group Small Cap Index | — | — | — | $3K | 0.2% |
Related plans
Similar-size Professional & Technical Services plans
INNOVATIVE PAYROLL PROCESSING, INC. (MEP)
INNOVATIVE PAYROLL PLAN
$1.9M · 347 participants
RSO WEALTH LLC
RSO WEALTH LLC 401(K) PROFIT SHARING PLAN
$1.9M · 2 participants
CONTRACTOR COMPLIANCE AND MONITORING INC.
CONTRACTOR COMPLIANCE AND MONITORING, INC. 401(K) PLAN
$1.9M · 17 participants
THE DICKMAN WESTON GROUP
THE DICKMAN WESTON GROUP 401K PROFIT SHARING PLAN AND TRUST
$1.9M · 22 participants
COLLINS & ASSOCIATES, PC
COLLINS & ASSOCIATES, P.C. 401(K) PLAN
$1.9M · 6 participants
PENSION MANAGEMENT CONSULTANTS, INC.
PENSION MANAGEMENT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.9M · 19 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants