Back to filter
Original filing (PDF)20251015071946NAL0008446434001
DEFELICEGROUP, INC.
Form 5500
FILING_RECEIVED
DEFELICEGROUP, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
528
Accounts w/ balance
561
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEFELICEGROUP, INC..
Plan sponsor
Name
DEFELICEGROUP, INC.
EIN
55-0739302
Address
76 16TH STREET, SUITE 200 · WHEELING, WV · 26003
Phone
(304) 232-4210
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GOFF BACKA ALFERA & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities· $1.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| (*) American Funds Growth Fund of America (1) | — | — | — | $284K | 24.7% | |
| (*) American Funds 2040 Target Date Retirement Fund (1) | — | — | — | $114K | 9.9% | |
| (*) American Funds Fundamental Investors (1) | — | — | — | $85K | 7.4% | |
| (*) American Funds New World Fund (1) | — | — | — | $73K | 6.3% | |
| (*) American Funds 2050 Target Date Retirement Fund (1) | — | — | — | $70K | 6.1% | |
| (*) American Funds Capital World Growth and Income Fund (1) | — | — | — | $60K | 5.2% | |
| (*) American Funds 2025 Target Date Retirement Fund (1) | — | — | — | $52K | 4.5% | |
| (*) American Funds 2045 Target Date Retirement Fund (1) | — | — | — | $51K | 4.4% | |
| (*) American Funds Small Cap World Fund (1) | — | — | — | $44K | 3.8% | |
| (*) Participant Notes Receivable Loans with interest rates of 9.50% 0 | — | — | — | $43K | 3.8% | |
| (*) American Funds New Perspective Fund (1) | — | — | — | $42K | 3.6% | |
| (*) American Funds 2055 Target Date Retirement Fund (1) | — | — | — | $38K | 3.3% | |
| (*) American Funds 2060 Target Date Retirement Fund (1) | — | — | — | $34K | 3.0% | |
| (*) American Funds 2030 Target Date Retirement Fund (1) | — | — | — | $33K | 2.9% | |
| (*) American Funds 2035 Target Date Retirement Fund (1) | — | — | — | $33K | 2.9% | |
| (*) American Funds 2065 Target Date Retirement Fund (1) | — | — | — | $21K | 1.8% | |
| (*) American Funds The New Economy Fund (1) | — | — | — | $18K | 1.5% | |
| (*) American Funds EuroPacific Growth Fund (1) | — | — | — | $14K | 1.3% | |
| (*) American Funds U.S. Government Money Market Fund (1) | — | — | — | $13K | 1.2% | |
| (*) American Funds Capital Income Builder (1) | — | — | — | $12K | 1.1% | |
| (*) American Funds Capital World Bond Fund (1) | — | — | — | $6K | 0.5% | |
| (*) American Funds 2015 Target Date Retirement Fund (1) | — | — | — | $6K | 0.5% | |
| (*) American Funds 2020 Target Date Retirement Fund (1) | — | — | — | $5K | 0.4% | |
| (*) American Funds 2010 Target Date Retirement Fund (1) | — | — | — | $1K | <0.1% |
Related plans
Similar-size Health Care & Social Assistance plans
VALLEY REGIONAL HOME HEALTH, INC.
VRHH 401(K) PLAN
$1.1M · 76 participants
CARE SOLUTIONS INC.
CARE SOLUTIONS 401(K) P/S PLAN
$1.2M · 3 participants
STAFFORD HOME SERVICE
STAFFORD HOME SERVICE 401(K) & PSP
$1.2M · 15 participants
UNIVERSAL HOME HEALTH CARE, INC.
UNIVERSAL HOME HEALTH CARE 401(K) PROFIT SHARING PLAN
$1.1M · 37 participants
INNOVATIVE SUPPORT SERVICES, INC.
INNOVATIVE SUPPORT SERVICES, INC. 401(K)
$1.2M · 13 participants
FULL LIFE HOSPICE A/K/A OKLAHOMA HOSPICE CARE, LLC
HOSPICE CARE 401(K) PLAN
$1.2M · 105 participants
Large plans in West Virginia
WVU HEALTH SYSTEM
WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
$1.8B · 32,450 participants
ORRICK, HERRINGTON & SUTCLIFFE LLP
ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN
$1.2B · 1,870 participants
VANDALIA HEALTH, INC.
VANDALIA HEALTH SYSTEM 401(K) RETIREMENT SAVINGS P
$852.8M · 11,194 participants
WEST VIRGINIA LABORERS PENSION TRUST FUND
WEST VIRGINIA LABORERS PENSION TRUST FUND
$570.0M · 2,157 participants
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
$559.3M · 1,524 participants
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
$469.6M · 195 participants