401k Record

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CodeScience 401(k)

Recordkeeping fees per participant · Codescience Inc. 401(k) Plan · plan year 2024

$693.38

Higher than 90% of the 436 plans under $1M that report it.

Source

= $11,094 / 16
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260427143637NAL0008702385001, received 2026-04-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260427143637NAL0008702385001, received 2026-04-27

10th: $2.24median $26.1290th: $690.69

Percentiles compare this plan with the Schedule H plans under $1M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-04-27.

Cost and contributions

Administrative expenses excluding investment management, per participant

$693.38

10th: $3.71median $41.9890th: $1,362.89

Higher than 88% of the 769 plans under $1M that report it.

Source

= $11,094 / 16
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260427143637NAL0008702385001, received 2026-04-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260427143637NAL0008702385001, received 2026-04-27

Administrative expenses per participant

$5,173.94

10th: $2.91median $29.6190th: $625.17

Higher than 95% of the 1,011 plans under $1M that report it.

Source

= $82,783 / 16
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260427143637NAL0008702385001, received 2026-04-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260427143637NAL0008702385001, received 2026-04-27

Administrative expenses as a share of assets

9.816%

10th: 0.174%median 1.108%90th: 34.707%

Higher than 85% of the 1,053 plans under $1M that report it.

Source

= $82,783 / $843,307
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260427143637NAL0008702385001, received 2026-04-27
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260427143637NAL0008702385001, received 2026-04-27

Employer contributions per participant

$13,936

10th: $106median $51690th: $2,493

Higher than 95% of the 605 plans under $1M that report it.

Source

= $222,968 / 16
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260427143637NAL0008702385001, received 2026-04-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260427143637NAL0008702385001, received 2026-04-27

Employer share of total contributions

31.0%

10th: 13.4%median 30.6%90th: 45.6%

Higher than 51% of the 625 plans under $1M that report it.

Source

= $222,968 / $719,445
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260427143637NAL0008702385001, received 2026-04-27
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260427143637NAL0008702385001, received 2026-04-27

Plan terms, as stated in CodeScience, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2E profit-sharing · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260427143637NAL0008702385001, received 2026-04-27

Full record, Codescience Inc. 401(k) Plan

FieldValueSource
Plan sponsorCODESCIENCE INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260427143637NAL0008702385001, received 2026-04-27
Plan nameCODESCIENCE INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260427143637NAL0008702385001, received 2026-04-27
Sponsor EIN / plan number27-1479675 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260427143637NAL0008702385001, received 2026-04-27
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260427143637NAL0008702385001, received 2026-04-27
Sponsor locationTRUCKEE, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260427143637NAL0008702385001, received 2026-04-27
Industry (business code)541511, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260427143637NAL0008702385001, received 2026-04-27
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260427143637NAL0008702385001, received 2026-04-27
Filing received2026-04-27Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260427143637NAL0008702385001, received 2026-04-27
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260427143637NAL0008702385001, received 2026-04-27
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260427143637NAL0008702385001, received 2026-04-27
Participants, beginning of year135Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260427143637NAL0008702385001, received 2026-04-27
Active participants2Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260427143637NAL0008702385001, received 2026-04-27
Participants, end of year18Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260427143637NAL0008702385001, received 2026-04-27
Participants with an account balance16Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260427143637NAL0008702385001, received 2026-04-27
Total assets, beginning of year$19,049,299Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260427143637NAL0008702385001, received 2026-04-27
Total assets, end of year$843,307Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260427143637NAL0008702385001, received 2026-04-27
Net assets, end of year$843,307Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260427143637NAL0008702385001, received 2026-04-27
Total income$3,576,653Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260427143637NAL0008702385001, received 2026-04-27
Net income$-18,205,992Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260427143637NAL0008702385001, received 2026-04-27
Employer contributions$222,968Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260427143637NAL0008702385001, received 2026-04-27
Participant contributions$496,477Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260427143637NAL0008702385001, received 2026-04-27
Other contributions (incl. rollovers)$0Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260427143637NAL0008702385001, received 2026-04-27
Total contributions$719,445Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260427143637NAL0008702385001, received 2026-04-27
Benefit payments$21,699,862Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260427143637NAL0008702385001, received 2026-04-27
Total expenses (incl. benefit payments)$21,782,645Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260427143637NAL0008702385001, received 2026-04-27
Total administrative expenses$82,783Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260427143637NAL0008702385001, received 2026-04-27
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260427143637NAL0008702385001, received 2026-04-27
Recordkeeping fees$11,094Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260427143637NAL0008702385001, received 2026-04-27
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260427143637NAL0008702385001, received 2026-04-27
Investment advisory and management fees$71,689Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260427143637NAL0008702385001, received 2026-04-27
Administrative expenses excluding investment management$11,094derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260427143637NAL0008702385001, received 2026-04-27
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260427143637NAL0008702385001, received 2026-04-27
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260427143637NAL0008702385001, received 2026-04-27
Held in mutual funds$795,648Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260427143637NAL0008702385001, received 2026-04-27
Independent auditorMILLER CPA, PLLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260427143637NAL0008702385001, received 2026-04-27

Position = column in the DOL layout for form year 2024. Filing 20260427143637NAL0008702385001, received 2026-04-27.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
VISION ASSET MANAGEMENTADVISOR 27 Investment advisory (plan) $71,689no
FIDELITY WORKPLACE SERVICES LLCrecordkeeperPLAN ADMINISTRATOR 14 Plan administrator; 24 Trustee (discretionary); 28 Investment management; 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $11,094yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260427143637NAL0008702385001, received 2026-04-27.

What changed since the 2023 plan year

Figure20232024Change
Total assets$19,049,299$843,307-95.6%
Participants with a balance13316-88.0%
Administrative expenses$86,901$82,783-4.7%
Recordkeeping fees per participant$94.52$693.38633.6%
Employer contributions$580,139$222,968-61.6%

Prior filing 20241015101738NAL0016129747001, received 2024-10-15; the plan years are contiguous.

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Sponsor name as filed: CODESCIENCE INC.; SEC registrant: CodeScience, Inc. (CIK 1960809, matched by EIN).