Plan Snapshot
- Plan Sponsor: Parametric Solutions INC.
- Sponsor EIN: 251705516
- Sponsor Address: 831 JUPITER PARK DRIVE, JUPITER, FL, 33458
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $27.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 136 | $27.3M | $374,111 | $1.1M |
| 2023 | 115 | $24.3M | $418,126 | $1.2M |
| 2022 | 144 | $21.0M | $474,833 | $1.3M |
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 |
|---|---|---|---|---|
| SOLES & COMPANY P.A. | 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 | $51,616 | $24,882 | — | — | — |
| 2023 | $43,762 | $21,620 | — | — | — |
| 2022 | $47,596 | — | — | — | — |