Plan Snapshot
- Plan Sponsor: Parker Motors, INC.
- Sponsor EIN: 820344657
- Sponsor Address: 470 KATHLEEN AVENUE, COEUR D ALENE, ID, 83814
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $43.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 325 | $43.8M | $2.2M | $1.6M |
| 2023 | 319 | $37.0M | $2.4M | $1.7M |
| 2022 | 299 | $28.9M | $2.0M | $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 |
|---|---|---|---|---|
| D. A. DAVIDSON | NONE | $57,100 | — | $57,100 |
| CAPITAL GROUP RETIREMENT PLAN | NONE | $37,241 | — | $37,241 |
| BREAK-THRU BENEFITS, LLC | NONE | $17,040 | — | $17,040 |
| ANASTASI MOORE & MARTIN PLLC | NONE | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D. A. DAVIDSON — NONE
- CAPITAL GROUP RETIREMENT PLAN — NONE
- ANASTASI MOORE & MARTIN PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,381
- Estimated Expense Ratio: 0.281% of plan assets
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 | $132,336 | $57,100 | — | $12,000 | — |
| 2023 | $94,540 | $43,700 | — | $21,500 | — |
| 2022 | $66,013 | — | — | — | — |