Original filing (PDF)20250307184234NAL0019273232001

PARISH MANAGEMENT CONSULTANTS LLC

Name: PARISH MANAGEMENT CONSULTANTS LLC — PARISH MANAGEMENT CONSULTANTS SALARY SAVINGS PLAN, Form 5500 (2023)
Creator: PARISH MANAGEMENT CONSULTANTS LLC

Form 5500

FILING_RECEIVED

PARISH MANAGEMENT CONSULTANTS SALARY SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.7 mo

Active participants

Accounts w/ balance

164

Plan assets (EOY)

$32.9M

Net assets (EOY)

$32.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARISH MANAGEMENT CONSULTANTS LLC.

Plan sponsor

Name

PARISH MANAGEMENT CONSULTANTS LLC

EIN

04-3690711

Address

3900 N. CAUSEWAY BLVD · SUITE 625 · METAIRIE, LA · 70002

Phone

(504) 262-9019

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-03-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STOKES FAMILY OFFICE LLC	83-3656874	—	ADVISOR	$19K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $1.1M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.