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Original filing (PDF)20251013095433NAL0001654672001
PARADE ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
PARADE ENTERPRISES LLC, 401K PLAN
401(k) retirement plan
Signals · 2
~89 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,614
Accounts w/ balance
304
Plan assets (EOY)
$566K
Net assets (EOY)
$566K
How this plan invests
This plan
17 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 7% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (89 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARADE ENTERPRISES, LLC.
Plan sponsor
Name
PARADE ENTERPRISES, LLC
EIN
20-0509454
Address
105 WHITE OAK LANE SUITE 201B · OLD BRIDGE, NJ · 088571975
Phone
(732) 698-7725
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DORFMAN ABRAMS MUSIC, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
Investments
17 direct securities · 17 pooled funds· $1.1M(100% 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.
Uncategorized
$566K
17 holdings
Common Collective Trust
$470K
11 holdings
Pooled Separate Account
$86K
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $108K | 19.2% | |
| Principal Global Investors Trust Co | — | — | $0 | $108K | 19.2% | |
| Principal Global Investors Trust Co | — | — | $0 | $87K | 15.3% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $87K | 15.3% | |
| Principal Global Investors Trust Co | — | — | $0 | $78K | 13.7% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $78K | 13.7% | |
| Principal Global Investors Trust Co | — | — | $0 | $55K | 9.8% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $55K | 9.8% | |
| PRIN LGCAP S&P 500 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $52K | 9.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $52K | 9.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $49K | 8.6% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $49K | 8.6% | |
| Principal Global Investors Trust Co | — | — | $0 | $31K | 5.5% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $31K | 5.5% | |
| PRIN CAPITAL APPR SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $30K | 5.3% | |
| Principal Life Insurance Company | — | — | $0 | $30K | 5.3% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $29K | 5.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $29K | 5.1% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $23K | 4.1% | |
| Principal Global Investors Trust Co | — | — | $0 | $23K | 4.1% | |
| Principal Life Insurance Company | — | — | $0 | $10K | 1.9% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $8K | 1.4% | |
| Principal Global Investors Trust Co | — | — | $0 | $8K | 1.4% | |
| Principal Life Insurance Company | — | — | $0 | $1K | 0.3% | |
| PRIN INTL EQUITY INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $1K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1K | 0.2% | |
| Principal Life Insurance Company | — | — | $0 | $1K | 0.2% | |
| Principal Life Insurance Company | — | — | $0 | $1K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1K | 0.2% | |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1K | 0.2% | |
| Principal Global Investors Trust Co | — | — | $0 | $1K | 0.2% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $454 | <0.1% | |
| Fidelity Investments | — | — | $0 | $454 | <0.1% | |
| PRIN REAL ESTATE SECS SA-R4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% |
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