Back to filter
Original filing (PDF)20231015145341NAL0024657939001
INTER OCEANIC HOLDING, LLC
Form 5500-SF
FILING_RECEIVED
INTER OCEANIC HOLDING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
71
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTER OCEANIC HOLDING, LLC.
Plan sponsor
Name
INTER OCEANIC HOLDING, LLC
EIN
46-3544275
Address
15375 SE 30TH PLACE · SUITE 260 · BELLEVUE, WA · 98007
Phone
(425) 688-1288
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
S & L MEAT SALES CO.
S & L MEAT SALES CO. 401K PROFIT SHARING PLAN
$8.8M · 41 participants
VERNS & SON PSP&T
VERNS & SON PROFIT SHARING PLAN & TRUST
$8.7M · 115 participants
JOSEPH BUCHWALD & SONS, INC.
JOSEPH BUCHWALD & SONS, INC. 401(K) PROFIT SHARING PLAN
$8.8M · 6 participants
INCENTIVE PROMOTIONS INC
INCENTIVE PROMOTIONS INC 401K PROFIT SHARING PLAN
$8.8M · 353 participants
GENERAL PRODUCE DISTRIBUTORS, INC.
GENERAL PRODUCE DISTRIBUTORS, INC. PROFIT SHARING PLAN
$8.8M · 2 participants
LAKESIDE FOOD SALES, INC.
LAKESIDE FOOD SALES, INC. PROFIT SHARING/401(K) PLAN
$8.6M · 17 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants