Plan Snapshot
- Plan Sponsor: Pariveda Solutions, INC.
- Sponsor EIN: 208005164
- Sponsor Address: 2323 MCKINNEY AVE STE 1400, DALLAS, TX, 75204
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $135.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 535 | $135.5M | $3.1M | $8.1M |
| 2023 | 573 | $122.2M | $2.6M | $9.5M |
| 2022 | 745 | $104.8M | $4.1M | $10.2M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
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 | -$38,747 | — | — | — | — |
| 2023 | -$30,105 | — | — | — | — |
| 2022 | $3,763 | — | — | — | — |