Plan Snapshot
- Plan Sponsor: Parrish & Company, INC.
- Sponsor EIN: 741730530
- Sponsor Address: 26995 HWY 281 N., SAN ANTONIO, TX, 78260
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $11.5M
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 | 128 | $11.5M | $325,015 | $530,510 |
| 2023 | 136 | $11.6M | $407,141 | $562,697 |
| 2022 | 121 | $9.6M | $769,870 | $582,192 |
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 |
|---|---|---|---|---|
| SOL SCHWARTZ & ASSOCIATES, PC | 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 | $51,356 | $8,965 | $42,186 | — | — |
| 2023 | $45,788 | $1,951 | $35,560 | — | — |
| 2022 | $42,877 | $1,796 | $36,676 | — | $4,405 |