Plan Snapshot
- Plan Sponsor: Parkside, INC.
- Sponsor EIN: 731280067
- Sponsor Address: 1620 EAST 12TH STREET, TULSA, OK, 74120
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $7.9M
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 | 361 | $7.9M | $486,508 | $825,067 |
| 2023 | 331 | $6.5M | $217,345 | $484,352 |
| 2022 | 301 | $5.5M | $168,536 | $359,445 |
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 |
|---|---|---|---|---|
| CONKLIN, GILPIN, & WERTZ, P.L.L.C. | 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 | $47,007 | $1,743 | — | — | — |
| 2023 | $30,944 | $4,026 | — | — | — |
| 2022 | $27,965 | — | — | — | $27,965 |