# Parkside, INC. 401(k) Plan
Source: https://planprovider.pro/companies/parkside-inc-401k-plan-004

> Parkside, INC.'s 401(k) plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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