· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JENNIFER CRESON LLC — PROTEA WELLNESS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010104632NAL0007974561001
JENNIFER CRESON LLC
Form 5500-SF
FILING_RECEIVED
PROTEA WELLNESS 401(K) PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
46
Plan assets (EOY)
$378K
Net assets (EOY)
$378K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JENNIFER CRESON LLC
.
Find decision makers
Plan sponsor
Name
JENNIFER CRESON LLC
DBA
PROTEA WELLNESS
EIN
46-4426272
Address
1522 WESTERN AVE STE 24068 · SEATTLE, WA · 98101
Phone
(206) 841-1198
Industry
Health Care & Social Assistance
see 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ASPEN HOPE CENTER
ASPEN HOPE CENTER 403(B) PLAN
$379K · 42 participants
GOOD LIFE THERAPY, LLC
GOOD LIFE THERAPY CASH BALANCE PLAN
$378K · 2 participants
EP BEHAVIOR CONSULTING
EP BEHAVIOR CONSULTING 401(K) PLAN
$377K · 27 participants
FIRST STEP RECOVERY CENTER LLC
FIRST STEP RECOVERY CENTER 401K PLAN
$376K · 83 participants
THE MOVE PROJECT LLC
THE MOVE PROJECT LLC 401K PROFIT SHARING PLAN AND TRUST
$383K · 4 participants
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PSYCHOTHERAPY CENTER OF WAUNAKE
PSYCHOTHERAPY CENTER OF WAUNAKE LLC
$373K · 34 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
