Mark Winebrener signed Parish Management Consultants LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Parish Management Consultants LLC's EIN is 04-3690711.
Download the official 2023 Form 5500 (PDF) for Parish Management Consultants LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Parish Management Consultants LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 83-3656874 | — | ADVISOR | $19K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $31.6M | 96.2% | |
| [Assets held in common collective trust] | Other | — | — | $1.1M | 3.3% | |
| GALLIARD STABLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| [Assets held in participant loans] | Other | — | — | $20K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| E.K. LOZANO & COMPANY, LLC | 72-1293836 | — | ACCOUNTANT AUDITOR | $11K | — |
