OpenERISA

Codrea Financial Services

Westerville, OH, 43081

EIN 27-1675815
Plans
2
Total participants
35
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Codrea Financial Services 401(K) Profit Sharing Plan8
2023Form 5500-SF001Codrea Financial Services 401(K) Profit Sharing Plan5
2023Form 5500-SF501Codrea Financial Services Soca Benefit Plan0
2022Form 5500-SF001Codrea Financial Services 401(K) Profit Sharing Plan5
2022Form 5500-SF501Codrea Financial Services Soca Benefit Plan3
2021Form 5500-SF001Codrea Financial Services 401(K) Profit Sharing Plan4
2021Form 5500-SF501Codrea Financial Services Soca Benefit Plan2
2020Form 5500-SF001Codrea Financial Services 401(K) Profit Sharing Plan5
2020Form 5500-SF501Codrea Financial Services Soca Benefit Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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