Back to filter
Original filing (PDF)20251015222218NAL0002923107001
CARRIX, INC.
Form 5500
FILING_RECEIVED
CARRIX, INC. WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 3
~1168 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
1,475
Accounts w/ balance
—
Plan assets (EOY)
$15.9M
Net assets (EOY)
$11.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 1168 bps in Schedule C fees — 3929% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARRIX, INC..
Plan sponsor
Name
CARRIX, INC.
EIN
91-1653735
Address
1131 SW KLICKITAT WAY · SEATTLE, WA · 981341108
Phone
(206) 623-0304
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
VWC, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER HEALTH & BENEFITS | 34-2015463 | — | PLAN CONSULTANT | $115K | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMERA BLUE CROSS | 91-0499247 | — | CONTRACT ADMINISTRATOR | $1.0M | — |
| VISION SERVICE PLAN | 23-7089688 | — | CONTRACT ADMIN. | $435K | — |
| DELTA DENTAL | 91-0621480 | — | DENTAL CONTRACT ADMIN. | $122K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VWC, P.S. | 91-1007261 | — | AUDITOR | $21K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS | 43-1420563 | — | RX CLAIMS PROCESSOR | $124K | — |
| EMPATHIA | 39-1567366 | — | NONE | $31K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.