Original filing (PDF)20250516141149NAL0014105283001

C W FELICE LLC

Name: C W FELICE LLC — C W FELICE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: C W FELICE LLC

Form 5500-SF

FILING_RECEIVED

C W FELICE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$411K

Net assets (EOY)

$411K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C W FELICE LLC.

Plan sponsor

Name

C W FELICE LLC

EIN

26-4804980

Address

14150 227TH AVE NE · WOODINVILLE, WA · 980777274

Phone

(425) 753-3316

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

R. L. MORRISON & SONS, INC.

R. L. MORRISON & SONS, INC. PROFIT SHARING PLAN

$411K · 5 participants

PENOBSCOT BAY TRACTOR TUG, INC.

PENOBSCOT BAY TRACTOR TUG, INC. SH MATCH 401(K) PLAN

$418K · 10 participants

GSC-ILA LOCAL 1303 VACATION PLAN

$400K · 166 participants

SINGULARITY FUTURE TECHNOLOGY

SINGULARITY FUTURE TECHNOLOGY LTD 401(K) PROFIT SHARING PLAN & TRUST

$424K · 2 participants

VINIK MARINE SERVICES LLC