# James G. Parker Insurance Associates 401(k) Plan
Source: https://planprovider.pro/companies/james-g-parker-insurance-associates-401k-plan

> James G. Parker Insurance Associates's 401(k) plan: 230 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James G. Parker Insurance Associates

- **Sponsor EIN:** 942494444

- **Sponsor Address:** 1753 E. FIR, FRESNO, CA, 937203840

- **Plan Type:** 401(k)

- **Total Participants:** 230

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|230|$17.3M|$141,757|$1.1M|

| 2023|173|$16.5M|$133,646|$1.0M|

| 2022|240|$13.4M|$123,197|$984,881|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CUTTONE & MASTRO|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$72,565|—|$70,557|—|—|

| 2023|$59,406|$56,419|—|—|—|

| 2022|$56,763|$56,763|—|—|—|

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