How big is Felton Group, LLC's plan?

Felton Group, LLC's plan reported $8.2M in assets and 26 participants for 2024.

Original filing (PDF)20250730104506NAL0006379360001

Felton Group, LLC

Name: Felton Group, LLC — Felton Group, LLC 401(k) Plan, Form 5500 (2024)
Creator: Felton Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Felton Group, LLC 401(k) Plan

401(k) retirement plan · Felton Group, LLC's Felton Group, LLC 401(k) Plan held $8.2M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Gordon Giuliano signed Felton Group, LLC's 2024 Form 5500 as plan administrator.

Gordon Giuliano — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Felton Group, LLC's EIN is 26-3017016.

EIN 26-3017016

Plan number 001

Plan year 2024

ACK ID 20250730104506NAL0006379360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Felton Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Felton Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FELTON GROUP, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score