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Original filing (PDF)20251014161401NAL0004487696001
CODA, INC.
Form 5500
FILING_RECEIVED
CODA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
212
Accounts w/ balance
151
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CODA, INC..
Plan sponsor
Name
CODA, INC.
EIN
93-0176860
Address
1027 E BURNSIDE STREET · PORTLAND, OR · 97214
Phone
(971) 202-7763
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $8K | — |
Investments
30 direct securities· $6.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 K6 Fidelity 0 | — | — | — | $1.2M | 20.2% | |
| Fidelity Advisor Freedom 2045 K6 Fidelity 0 | — | — | — | $647K | 10.5% | |
| Fidelity Advisor Freedom 2020 K6 Fidelity 0 | — | — | — | $479K | 7.8% | |
| Fidelity Adv Balanced Z Fidelity 0 | — | — | — | $474K | 7.7% | |
| Fidelity Advisor Freedom 2050 K6 Fidelity 0 | — | — | — | $451K | 7.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $351K | 5.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $344K | 5.6% | |
| Fidelity Advisor Freedom 2040 K6 Fidelity 0 | — | — | — | $317K | 5.2% | |
| Fidelity Advisor Freedom 2025 K6 Fidelity 0 | — | — | — | $305K | 5.0% | |
| Fidelity Advisor Freedom 2030 K6 Fidelity 0 | — | — | — | $249K | 4.0% | |
| Fidelity Advisor Growth Opp Z Fidelity 0 | — | — | — | $169K | 2.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $135K | 2.2% | |
| Federated Hermes Mdt Mid Cp Gr R6 Federated 0 | — | — | — | $133K | 2.2% | |
| Fidelity Advisor Freedom 2010 K6 Fidelity 0 | — | — | — | $121K | 2.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $104K | 1.7% | |
| Fidelity Advisor Freedom 2055 K6 Fidelity 0 | — | — | — | $98K | 1.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 40 Dodge & Cox Income Fund I Dodge 0 | — | — | — | $96K | 1.6% | |
| Fidelity Advisor Freedom 2060 K6 Fidelity 0 | — | — | — | $96K | 1.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $72K | 1.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $46K | 0.8% | |
| Fidelity Advisor Small Cap Value Z Fidelity 0 | — | — | — | $44K | 0.7% | |
| Fidelity Advisor Freedom 2065 K6 Fidelity 0 | — | — | — | $31K | 0.5% | |
| PGIM High Yield R6 PGIM 0 13 Fidelity Advisor Freedom 2015 K6 Fidelity 0 | — | — | — | $30K | 0.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $26K | 0.4% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $25K | 0.4% | |
| DFA Intl Sustainability Core 1 Portfl I DFA 0 | — | — | — | $20K | 0.3% | |
| American Funds New World R6 American Funds 0 | — | — | — | $13K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $11K | 0.2% | |
| Calvert U.S. Large Cap Core Respon Ind A Calvert 0 | — | — | — | $8K | 0.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $6K | <0.1% |
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